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 8-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 | $16,899 | $61,660-72.6% | $80,019-78.9% | $64,186-73.7% |
| Participation rate | 58.3% | 71.7%-13.4pp | 75.8%-17.5pp | 69.6%-11.2pp |
| Annual return | -11.77% | -0.33%-11.4pp | 11.22%-23.0pp | 7.63%-19.4pp |
| Employer contribution / active EE | $1,015 | $1,810-43.9% | $2,468-58.9% | $2,381-57.4% |
| Participant deferral / active EE | $1,649 | $2,968-44.5% | $3,686-55.3% | $3,470-52.5% |
| Admin fee / account holder | $505 | $5,417-90.7% | $6,521-92.3% | $4,888-89.7% |