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 | $1,154 | $80,717-98.6% | $154,803-99.3% | $84,808-98.6% |
| Participation rate | 56.0% | 66.8%-10.8pp | 78.1%-22.1pp | 68.3%-12.3pp |
| Annual return | -3.00% | 37.96%-41.0pp | 58.88%-61.9pp | 40.90%-43.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $678 | $3,303-79.5% | $5,540-87.8% | $4,212-83.9% |
| Admin fee / account holder | $777 | $6,746-88.5% | $14,329-94.6% | $7,344-89.4% |