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 | $10,590 | $77,813-86.4% | $123,544-91.4% | $64,186-83.5% |
| Participation rate | 16.5% | 74.7%-58.2pp | 82.3%-65.8pp | 69.6%-53.1pp |
| Annual return | -16.84% | 12.48%-29.3pp | 119.20%-136.0pp | 7.63%-24.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,423 | $5,240-53.7% | $6,426-62.3% | $3,470-30.2% |
| Admin fee / account holder | $1,193 | $5,519-78.4% | $9,284-87.1% | $4,888-75.6% |