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 3-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 | $10,803 | $86,944-87.6% | $107,525-90.0% | $74,304-85.5% |
| Participation rate | 1.0% | 59.6%-58.5pp | 75.1%-74.0pp | 60.3%-59.3pp |
| Annual return | -72.22% | 23.52%-95.7pp | 181.32%-253.5pp | 29.43%-101.7pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $106 | $3,554-97.0% | $5,116-97.9% | $3,767-97.2% |
| Admin fee / account holder | $4,227 | $3,727+13.4% | $8,919-52.6% | $2,969+42.4% |