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 | $10,718 | $49,177-78.2% | $79,464-86.5% | $64,186-83.3% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.3%-13.3pp | 69.6%-9.6pp |
| Annual return | -10.88% | -1.16%-9.7pp | 718.14%-729.0pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,072 | $2,076-48.4% | $2,800-61.7% | $2,381-55.0% |
| Participant deferral / active EE | $1,637 | $2,821-42.0% | $3,704-55.8% | $3,470-52.8% |
| Admin fee / account holder | $749 | $3,839-80.5% | $5,113-85.4% | $4,888-84.7% |