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 9-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 | $10,123 | $58,851-82.8% | $115,157-91.2% | $72,985-86.1% |
| Participation rate | 51.0% | 65.5%-14.6pp | 75.9%-24.9pp | 69.5%-18.5pp |
| Annual return | 14.60% | 23.16%-8.6pp | 35.60%-21.0pp | 81.00%-66.4pp |
| Employer contribution / active EE | $1,072 | $1,798-40.4% | $3,179-66.3% | $2,440-56.0% |
| Participant deferral / active EE | $1,714 | $2,643-35.2% | $4,168-58.9% | $3,607-52.5% |
| Admin fee / account holder | $638 | $6,370-90.0% | $7,088-91.0% | $5,124-87.6% |