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 9-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 | $15,957 | $135,635-88.2% | $110,238-85.5% | $135,375-88.2% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -15.33% | 513.19%-528.5pp | 314.74%-330.1pp | 519.73%-535.1pp |
| Employer contribution / active EE | $2,118 | $4,906-56.8% | $3,826-44.7% | $4,779-55.7% |
| Participant deferral / active EE | $5,698 | $5,506+3.5% | $4,672+22.0% | $5,609+1.6% |
| Admin fee / account holder | $890 | $11,457-92.2% | $8,547-89.6% | $10,827-91.8% |