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 | $1,243 | $92,985-98.7% | $153,485-99.2% | $80,856-98.5% |
| Participation rate | 60.0% | 69.0%-9.0pp | 77.1%-17.1pp | 67.6%-7.6pp |
| Annual return | 5.52% | 19.95%-14.4pp | 15.65%-10.1pp | 35.59%-30.1pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $673 | $5,178-87.0% | $6,757-90.0% | $4,296-84.3% |
| Admin fee / account holder | $324 | $8,880-96.3% | $12,724-97.5% | $6,918-95.3% |