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 6-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 | $12,755 | $82,664-84.6% | $125,339-89.8% | $68,494-81.4% |
| Participation rate | 64.7% | 75.0%-10.3pp | 82.4%-17.7pp | 67.9%-3.2pp |
| Annual return | -23.30% | -5.97%-17.3pp | 572.05%-595.4pp | -7.84%-15.5pp |
| Employer contribution / active EE | $1,490 | $3,381-55.9% | $4,814-69.0% | $2,596-42.6% |
| Participant deferral / active EE | $4,400 | $6,110-28.0% | $7,446-40.9% | $4,027+9.3% |
| Admin fee / account holder | $1,056 | $6,275-83.2% | $10,010-89.5% | $5,403-80.5% |