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 10-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 | $16,782 | $150,440-88.8% | $136,294-87.7% | $147,584-88.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | -13.00% | 1049.08%-1062.1pp | 5155.94%-5168.9pp | 578.55%-591.6pp |
| Employer contribution / active EE | $1,618 | $5,256-69.2% | $4,695-65.5% | $4,876-66.8% |
| Participant deferral / active EE | $15,104 | $6,630+127.8% | $6,247+141.8% | $5,439+177.7% |
| Admin fee / account holder | $6,053 | $10,905-44.5% | $9,243-34.5% | $10,885-44.4% |