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 3-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 | $4,724 | $111,724-95.8% | $93,606-95.0% | $145,922-96.8% |
| Participation rate | 18.2% | 74.2%-56.0pp | 68.7%-50.5pp | 80.3%-62.1pp |
| Annual return | 5.64% | 202.98%-197.3pp | 133.20%-127.6pp | 561.29%-555.6pp |
| Employer contribution / active EE | $907 | $3,090-70.7% | $2,420-62.5% | $4,660-80.5% |
| Participant deferral / active EE | $1,696 | $4,912-65.5% | $4,411-61.5% | $6,688-74.6% |
| Admin fee / account holder | $1,838 | $10,250-82.1% | $8,285-77.8% | $13,397-86.3% |