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 | $12,314 | $176,056-93.0% | $159,436-92.3% | $167,490-92.6% |
| Participation rate | 31.6% | 84.9%-53.4pp | 82.8%-51.2pp | 82.1%-50.5pp |
| Annual return | -34.77% | 331.75%-366.5pp | 263.57%-298.3pp | 478.56%-513.3pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,982 | $7,750-61.5% | $7,352-59.4% | $6,341-53.0% |
| Admin fee / account holder | $2,997 | $12,554-76.1% | $10,799-72.3% | $12,309-75.7% |