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 | $15,132 | $142,344-89.4% | $119,609-87.3% | $134,475-88.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -27.63% | -12.44%-15.2pp | -14.97%-12.7pp | 417.96%-445.6pp |
| Employer contribution / active EE | $2,411 | $5,222-53.8% | $4,232-43.0% | $4,740-49.1% |
| Participant deferral / active EE | $4,322 | $6,469-33.2% | $5,602-22.9% | $6,400-32.5% |
| Admin fee / account holder | $1,473 | $13,584-89.2% | $10,323-85.7% | $11,426-87.1% |