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 | $3,843 | $73,867-94.8% | $143,757-97.3% | $68,494-94.4% |
| Participation rate | 11.5% | 66.7%-55.1pp | 80.3%-68.8pp | 67.9%-56.3pp |
| Annual return | -20.32% | 1.01%-21.3pp | -0.04%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $270 | $3,384-92.0% | $5,637-95.2% | $4,027-93.3% |
| Admin fee / account holder | $489 | $5,755-91.5% | $14,673-96.7% | $5,403-91.0% |