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 4-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 | $9,052 | $77,899-88.4% | $149,673-94.0% | $75,163-88.0% |
| Participation rate | 36.7% | 65.6%-28.9pp | 78.8%-42.1pp | 67.2%-30.5pp |
| Annual return | -21.46% | 31.72%-53.2pp | 134.42%-155.9pp | 160.62%-182.1pp |
| Employer contribution / active EE | $1,140 | $3,137-63.7% | $4,818-76.3% | $2,670-57.3% |
| Participant deferral / active EE | $1,819 | $3,411-46.7% | $5,680-68.0% | $4,125-55.9% |
| Admin fee / account holder | $2,783 | $5,956-53.3% | $13,210-78.9% | $5,651-50.8% |