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 | $13,616 | $50,958-73.3% | $74,550-81.7% | $64,186-78.8% |
| Participation rate | 48.6% | 61.1%-12.4pp | 69.1%-20.5pp | 69.6%-20.9pp |
| Annual return | -11.43% | -1.86%-9.6pp | 32.53%-44.0pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,510 | $1,115+35.4% | $1,961-23.0% | $2,381-36.6% |
| Participant deferral / active EE | $2,657 | $2,301+15.5% | $3,108-14.5% | $3,470-23.4% |
| Admin fee / account holder | $897 | $4,223-78.8% | $5,060-82.3% | $4,888-81.7% |