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 | $10,743 | $76,912-86.0% | $129,110-91.7% | $68,494-84.3% |
| Participation rate | 40.3% | 69.1%-28.8pp | 77.3%-37.0pp | 67.9%-27.6pp |
| Annual return | -21.92% | -9.78%-12.1pp | -10.94%-11.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,737 | $3,243-46.4% | $5,052-65.6% | $2,596-33.1% |
| Participant deferral / active EE | $3,230 | $4,732-31.7% | $6,542-50.6% | $4,027-19.8% |
| Admin fee / account holder | $3,249 | $6,638-51.1% | $14,302-77.3% | $5,403-39.9% |