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 6-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 | $15,794 | $82,664-80.9% | $125,339-87.4% | $68,494-76.9% |
| Participation rate | 51.7% | 75.0%-23.3pp | 82.4%-30.6pp | 67.9%-16.2pp |
| Annual return | -22.64% | -5.97%-16.7pp | 572.05%-594.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,405 | $3,381-58.5% | $4,814-70.8% | $2,596-45.9% |
| Participant deferral / active EE | $2,693 | $6,110-55.9% | $7,446-63.8% | $4,027-33.1% |
| Admin fee / account holder | $602 | $6,275-90.4% | $10,010-94.0% | $5,403-88.9% |