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 8-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 | $5,916 | $62,573-90.5% | $85,682-93.1% | $85,850-93.1% |
| Participation rate | 11.5% | 61.1%-49.6pp | 69.9%-58.3pp | 69.3%-57.8pp |
| Annual return | 9.49% | 23.77%-14.3pp | 21.49%-12.0pp | 318.53%-309.0pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $844 | $2,802-69.9% | $3,923-78.5% | $3,952-78.6% |
| Admin fee / account holder | $1,754 | $4,640-62.2% | $6,873-74.5% | $6,260-72.0% |