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 10-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 | $6,509 | $63,346-89.7% | $92,233-92.9% | $70,131-90.7% |
| Participation rate | 24.0% | 68.7%-44.7pp | 76.5%-52.5pp | 69.5%-45.5pp |
| Annual return | -1.14% | 530.12%-531.3pp | 176.28%-177.4pp | 73.14%-74.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,495 | $2,854-47.6% | $3,897-61.6% | $3,332-55.1% |
| Admin fee / account holder | $576 | $3,840-85.0% | $5,194-88.9% | $4,645-87.6% |