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.
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 | $13,540 | $71,883-81.2% | $86,677-84.4% | $68,494-80.2% |
| Participation rate | 62.9% | 72.2%-9.4pp | 76.6%-13.7pp | 67.9%-5.0pp |
| Annual return | -25.49% | 3.52%-29.0pp | 35.91%-61.4pp | -7.84%-17.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,923 | $3,779+56.7% | $4,656+27.2% | $4,027+47.1% |
| Admin fee / account holder | $411 | $6,112-93.3% | $7,493-94.5% | $5,403-92.4% |