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 | $23,437 | $94,529-75.2% | $140,016-83.3% | $64,186-63.5% |
| Participation rate | 51.6% | 84.1%-32.5pp | 87.5%-35.9pp | 69.6%-18.0pp |
| Annual return | -13.47% | 7.77%-21.2pp | 651.12%-664.6pp | 7.63%-21.1pp |
| Employer contribution / active EE | $2,684 | $3,812-29.6% | $5,606-52.1% | $2,381+12.7% |
| Participant deferral / active EE | $4,388 | $5,250-16.4% | $6,927-36.7% | $3,470+26.5% |
| Admin fee / account holder | $458 | $6,741-93.2% | $10,705-95.7% | $4,888-90.6% |