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 4-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 | $5,800 | $84,487-93.1% | $125,339-95.4% | $66,914-91.3% |
| Participation rate | 23.8% | 76.4%-52.6pp | 82.4%-58.6pp | 69.8%-46.0pp |
| Annual return | -25.97% | -8.39%-17.6pp | 572.05%-598.0pp | 1.58%-27.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,202 | $6,781-82.3% | $7,446-83.9% | $4,237-71.6% |
| Admin fee / account holder | $1,584 | $685+131.3% | $10,010-84.2% | $593+167.1% |