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 | $10,016 | $115,882-91.4% | $100,516-90.0% | $158,922-93.7% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | -41.01% | 34.79%-75.8pp | 30.89%-71.9pp | 302.83%-343.8pp |
| Employer contribution / active EE | $681 | $4,103-83.4% | $3,418-80.1% | $4,761-85.7% |
| Participant deferral / active EE | $3,702 | $6,674-44.5% | $6,270-41.0% | $5,982-38.1% |
| Admin fee / account holder | $4,503 | $10,995-59.0% | $8,081-44.3% | $11,246-60.0% |