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 | $5,387 | $54,350-90.1% | $82,719-93.5% | $68,494-92.1% |
| Participation rate | 64.0% | 63.9%+0.1pp | 72.6%-8.6pp | 67.9%-3.9pp |
| Annual return | -24.99% | -13.67%-11.3pp | 701.18%-726.2pp | -7.84%-17.1pp |
| Employer contribution / active EE | $1,000 | $2,218-54.9% | $3,009-66.8% | $2,596-61.5% |
| Participant deferral / active EE | $1,681 | $3,246-48.2% | $4,395-61.7% | $4,027-58.2% |
| Admin fee / account holder | $704 | $4,395-84.0% | $5,329-86.8% | $5,403-87.0% |