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 9-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 | $7,282 | $57,354-87.3% | $83,848-91.3% | $64,186-88.7% |
| Participation rate | 55.6% | 68.6%-13.1pp | 76.1%-20.6pp | 69.6%-14.0pp |
| Annual return | -15.72% | 11.38%-27.1pp | 850.88%-866.6pp | 7.63%-23.3pp |
| Employer contribution / active EE | $1,331 | $2,545-47.7% | $3,631-63.3% | $2,381-44.1% |
| Participant deferral / active EE | $1,646 | $2,993-45.0% | $4,082-59.7% | $3,470-52.5% |
| Admin fee / account holder | $709 | $4,046-82.5% | $5,478-87.1% | $4,888-85.5% |