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 5-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 | $14,580 | $64,707-77.5% | $112,228-87.0% | $68,494-78.7% |
| Participation rate | 37.1% | 67.2%-30.1pp | 75.1%-38.0pp | 67.9%-30.8pp |
| Annual return | -24.70% | -11.40%-13.3pp | 27.45%-52.1pp | -7.84%-16.9pp |
| Employer contribution / active EE | $892 | $2,746-67.5% | $3,635-75.5% | $2,596-65.7% |
| Participant deferral / active EE | $1,657 | $3,565-53.5% | $4,728-64.9% | $4,027-58.8% |
| Admin fee / account holder | $702 | $5,232-86.6% | $6,410-89.1% | $5,403-87.0% |