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 6-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 | $4,342 | $65,561-93.4% | $86,188-95.0% | $75,163-94.2% |
| Participation rate | 57.1% | 60.5%-3.3pp | 69.0%-11.8pp | 67.2%-10.0pp |
| Annual return | 8.71% | 46.05%-37.3pp | 1168.45%-1159.7pp | 160.62%-151.9pp |
| Employer contribution / active EE | $878 | $1,553-43.4% | $2,380-63.1% | $2,670-67.1% |
| Participant deferral / active EE | $1,300 | $3,024-57.0% | $3,985-67.4% | $4,125-68.5% |
| Admin fee / account holder | $666 | $5,474-87.8% | $6,852-90.3% | $5,651-88.2% |