See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,644 | $82,664-81.1% | $125,339-87.5% | $68,494-77.2% |
| Participation rate | 68.6% | 75.0%-6.5pp | 82.4%-13.8pp | 67.9%+0.7pp |
| Annual return | -20.97% | -5.97%-15.0pp | 572.05%-593.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,233 | $3,381-34.0% | $4,814-53.6% | $2,596-14.0% |
| Participant deferral / active EE | $2,335 | $6,110-61.8% | $7,446-68.6% | $4,027-42.0% |
| Admin fee / account holder | $992 | $6,275-84.2% | $10,010-90.1% | $5,403-81.6% |