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 | $13,955 | $72,404-80.7% | $110,238-87.3% | $64,186-78.3% |
| Participation rate | 25.9% | 73.3%-47.4pp | 79.8%-53.9pp | 69.6%-43.6pp |
| Annual return | -8.79% | -6.29%-2.5pp | 314.74%-323.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,492 | $3,469-28.2% | $4,672-46.7% | $3,470-28.2% |
| Admin fee / account holder | $400 | $5,664-92.9% | $8,547-95.3% | $4,888-91.8% |