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 10-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 | $10,068 | $58,927-82.9% | $76,817-86.9% | $72,985-86.2% |
| Participation rate | 42.6% | 67.3%-24.8pp | 72.1%-29.5pp | 69.5%-26.9pp |
| Annual return | 15.32% | 2305.64%-2290.3pp | 1166.11%-1150.8pp | 81.00%-65.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $661 | $2,690-75.4% | $3,336-80.2% | $3,607-81.7% |
| Admin fee / account holder | $1,502 | $4,013-62.6% | $6,420-76.6% | $5,124-70.7% |