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 8-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 | $12,958 | $57,354-77.4% | $83,848-84.5% | $64,186-79.8% |
| Participation rate | 17.1% | 68.6%-51.5pp | 76.1%-59.0pp | 69.6%-52.4pp |
| Annual return | -11.97% | 11.38%-23.4pp | 850.88%-862.9pp | 7.63%-19.6pp |
| Employer contribution / active EE | $627 | $2,545-75.4% | $3,631-82.7% | $2,381-73.7% |
| Participant deferral / active EE | $1,052 | $2,993-64.8% | $4,082-74.2% | $3,470-69.7% |
| Admin fee / account holder | $1,359 | $4,046-66.4% | $5,478-75.2% | $4,888-72.2% |