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 7-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 | $4,569 | $58,208-92.2% | $81,812-94.4% | $80,856-94.3% |
| Participation rate | 67.2% | 63.4%+3.7pp | 72.3%-5.2pp | 67.6%-0.5pp |
| Annual return | 9.84% | 41.66%-31.8pp | 773.79%-763.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $328 | $2,340-86.0% | $2,912-88.7% | $2,755-88.1% |
| Participant deferral / active EE | $755 | $3,281-77.0% | $4,319-82.5% | $4,296-82.4% |
| Admin fee / account holder | $380 | $4,981-92.4% | $7,386-94.9% | $6,918-94.5% |