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 | $14,179 | $167,484-91.5% | $151,611-90.6% | $134,475-89.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -21.32% | 7.80%-29.1pp | 3.33%-24.7pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,635 | $6,829-76.1% | $6,166-73.5% | $4,740-65.5% |
| Participant deferral / active EE | $4,960 | $8,986-44.8% | $8,363-40.7% | $6,400-22.5% |
| Admin fee / account holder | $4,184 | $13,783-69.6% | $11,616-64.0% | $11,426-63.4% |