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 3-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 | $5,702 | $48,795-88.3% | $65,493-91.3% | $84,808-93.3% |
| Participation rate | 69.6% | 67.0%+2.6pp | 73.1%-3.5pp | 68.3%+1.3pp |
| Annual return | 11.04% | 20.20%-9.2pp | 982.45%-971.4pp | 40.90%-29.9pp |
| Employer contribution / active EE | $705 | $1,930-63.5% | $2,574-72.6% | $2,631-73.2% |
| Participant deferral / active EE | $1,144 | $2,928-60.9% | $3,961-71.1% | $4,212-72.8% |
| Admin fee / account holder | $1,149 | $3,877-70.4% | $5,028-77.1% | $7,344-84.4% |