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 | $14,117 | $83,902-83.2% | $167,512-91.6% | $84,808-83.4% |
| Participation rate | 29.0% | 66.5%-37.4pp | 77.1%-48.0pp | 68.3%-39.3pp |
| Annual return | 12.93% | 91.55%-78.6pp | 1615.79%-1602.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,289 | $2,264+1.1% | $3,882-41.0% | $2,631-13.0% |
| Participant deferral / active EE | $2,560 | $4,442-42.4% | $6,405-60.0% | $4,212-39.2% |
| Admin fee / account holder | $5,013 | $7,915-36.7% | $9,769-48.7% | $7,344-31.7% |