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 5-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 | $4,638 | $73,867-93.7% | $143,757-96.8% | $68,494-93.2% |
| Participation rate | 57.7% | 66.7%-8.9pp | 80.3%-22.6pp | 67.9%-10.1pp |
| Annual return | -21.37% | 1.01%-22.4pp | -0.04%-21.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $740 | $3,184-76.8% | $4,951-85.1% | $2,596-71.5% |
| Participant deferral / active EE | $965 | $3,384-71.5% | $5,637-82.9% | $4,027-76.0% |
| Admin fee / account holder | $519 | $5,755-91.0% | $14,673-96.5% | $5,403-90.4% |