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 | $12,261 | $82,664-85.2% | $125,339-90.2% | $68,494-82.1% |
| Participation rate | 35.6% | 75.0%-39.5pp | 82.4%-46.8pp | 67.9%-32.3pp |
| Annual return | -49.56% | -5.97%-43.6pp | 572.05%-621.6pp | -7.84%-41.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,785 | $6,110-38.1% | $7,446-49.2% | $4,027-6.0% |
| Admin fee / account holder | $2,829 | $6,275-54.9% | $10,010-71.7% | $5,403-47.6% |