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 8-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 | $7,108 | $107,334-93.4% | $92,893-92.3% | $152,861-95.4% |
| Participation rate | 26.3% | 79.8%-53.5pp | 76.0%-49.7pp | 82.4%-56.1pp |
| Annual return | 1.18% | 145.58%-144.4pp | 109.41%-108.2pp | 345.32%-344.1pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,309 | $4,845-73.0% | $4,236-69.1% | $5,850-77.6% |
| Admin fee / account holder | $938 | $7,079-86.8% | $5,794-83.8% | $11,596-91.9% |