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 | $6,934 | $73,004-90.5% | $90,749-92.4% | $68,494-89.9% |
| Participation rate | 58.8% | 70.8%-12.0pp | 75.7%-16.9pp | 67.9%-9.1pp |
| Annual return | -34.04% | -13.81%-20.2pp | -12.16%-21.9pp | -7.84%-26.2pp |
| Employer contribution / active EE | $1,210 | $2,193-44.8% | $2,921-58.6% | $2,596-53.4% |
| Participant deferral / active EE | $1,976 | $3,627-45.5% | $4,564-56.7% | $4,027-50.9% |
| Admin fee / account holder | $934 | $5,896-84.2% | $8,445-88.9% | $5,403-82.7% |