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 | $10,049 | $91,190-89.0% | $178,490-94.4% | $79,858-87.4% |
| Participation rate | 41.1% | 69.2%-28.1pp | 81.9%-40.9pp | 69.6%-28.6pp |
| Annual return | 6.43% | 24.19%-17.8pp | 151.07%-144.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,593 | $3,236-50.8% | $5,202-69.4% | $3,740-57.4% |
| Admin fee / account holder | $3,855 | $6,751-42.9% | $13,984-72.4% | $5,306-27.3% |