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 | $11,577 | $76,000-84.8% | $154,107-92.5% | $64,186-82.0% |
| Participation rate | 27.8% | 70.4%-42.6pp | 83.0%-55.3pp | 69.6%-41.8pp |
| Annual return | -8.79% | 30.32%-39.1pp | 735.12%-743.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $394 | $3,351-88.2% | $5,298-92.6% | $2,381-83.4% |
| Participant deferral / active EE | $922 | $3,175-71.0% | $5,081-81.9% | $3,470-73.4% |
| Admin fee / account holder | $426 | $5,596-92.4% | $13,411-96.8% | $4,888-91.3% |