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 | $7,850 | $99,640-92.1% | $86,436-90.9% | $134,475-94.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -39.27% | 6782.58%-6821.8pp | 4394.89%-4434.2pp | 417.96%-457.2pp |
| Employer contribution / active EE | $1,081 | $4,400-75.4% | $3,769-71.3% | $4,740-77.2% |
| Participant deferral / active EE | $4,585 | $7,246-36.7% | $6,952-34.0% | $6,400-28.4% |
| Admin fee / account holder | $1,505 | $8,371-82.0% | $6,731-77.6% | $11,426-86.8% |