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 5-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 | $16,376 | $82,664-80.2% | $125,339-86.9% | $68,494-76.1% |
| Participation rate | 44.0% | 75.0%-31.0pp | 82.4%-38.4pp | 67.9%-23.9pp |
| Annual return | -23.51% | -5.97%-17.5pp | 572.05%-595.6pp | -7.84%-15.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,507 | $6,110+6.5% | $7,446-12.6% | $4,027+61.6% |
| Admin fee / account holder | $1,591 | $6,275-74.7% | $10,010-84.1% | $5,403-70.6% |