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 5-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 | $5,627 | $56,053-90.0% | $75,972-92.6% | $80,856-93.0% |
| Participation rate | 5.5% | 62.0%-56.6pp | 69.1%-63.6pp | 67.6%-62.2pp |
| Annual return | 6.74% | 20.53%-13.8pp | 359.55%-352.8pp | 35.59%-28.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $207 | $3,052-93.2% | $4,255-95.1% | $4,296-95.2% |
| Admin fee / account holder | $343 | $5,234-93.5% | $6,467-94.7% | $6,918-95.0% |