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 | $5,638 | $152,509-96.3% | $117,472-95.2% | $134,475-95.8% |
| Participation rate | 58.3% | 77.1%-18.8pp | 70.6%-12.3pp | 81.2%-22.9pp |
| Annual return | -21.85% | 52.99%-74.8pp | 29.74%-51.6pp | 417.96%-439.8pp |
| Employer contribution / active EE | $670 | $5,571-88.0% | $4,176-84.0% | $4,740-85.9% |
| Participant deferral / active EE | $2,162 | $4,818-55.1% | $4,070-46.9% | $6,400-66.2% |
| Admin fee / account holder | $761 | $7,004-89.1% | $5,645-86.5% | $11,426-93.3% |