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 | $16,140 | $62,586-74.2% | $76,768-79.0% | $64,186-74.9% |
| Participation rate | 55.8% | 72.8%-17.0pp | 77.0%-21.2pp | 69.6%-13.8pp |
| Annual return | -11.62% | -1.95%-9.7pp | 2.43%-14.0pp | 7.63%-19.3pp |
| Employer contribution / active EE | $811 | $1,832-55.8% | $2,485-67.4% | $2,381-66.0% |
| Participant deferral / active EE | $3,586 | $3,145+14.0% | $3,852-6.9% | $3,470+3.4% |
| Admin fee / account holder | $567 | $4,667-87.8% | $6,675-91.5% | $4,888-88.4% |