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 9-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.
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 | $15,733 | $135,635-88.4% | $110,238-85.7% | $135,375-88.4% |
| Participation rate | 47.8% | 83.5%-35.6pp | 79.8%-32.0pp | 82.6%-34.8pp |
| Annual return | -10.81% | 513.19%-524.0pp | 314.74%-325.5pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,035 | $4,906-78.9% | $3,826-73.0% | $4,779-78.4% |
| Participant deferral / active EE | $2,750 | $5,506-50.1% | $4,672-41.1% | $5,609-51.0% |
| Admin fee / account holder | $1,399 | $11,457-87.8% | $8,547-83.6% | $10,827-87.1% |