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 | $13,205 | $65,908-80.0% | $81,812-83.9% | $77,643-83.0% |
| Participation rate | 3.4% | 65.8%-62.4pp | 72.3%-69.0pp | 70.6%-67.2pp |
| Annual return | 10.78% | 26.64%-15.9pp | 773.79%-763.0pp | 31.24%-20.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $117 | $3,505-96.7% | $4,319-97.3% | $4,647-97.5% |
| Admin fee / account holder | $910 | $526+72.9% | $7,386-87.7% | $430+111.4% |