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 | $7,685 | $55,415-86.1% | $155,509-95.1% | $74,495-89.7% |
| Participation rate | 7.5% | 61.9%-54.4pp | 78.2%-70.7pp | 67.2%-59.7pp |
| Annual return | 9.94% | 268.50%-258.6pp | 64.67%-54.7pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $149 | $2,836-94.8% | $5,626-97.4% | $4,346-96.6% |
| Admin fee / account holder | $887 | $1,738-49.0% | $15,912-94.4% | $1,942-54.3% |