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 5-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 | $17,564 | $81,900-78.6% | $119,609-85.3% | $68,494-74.4% |
| Participation rate | 57.7% | 71.9%-14.2pp | 79.3%-21.6pp | 67.9%-10.2pp |
| Annual return | -24.88% | -23.82%-1.1pp | -14.97%-9.9pp | -7.84%-17.0pp |
| Employer contribution / active EE | $1,555 | $2,693-42.3% | $4,232-63.3% | $2,596-40.1% |
| Participant deferral / active EE | $4,765 | $4,148+14.9% | $5,602-14.9% | $4,027+18.3% |
| Admin fee / account holder | $795 | $6,582-87.9% | $10,323-92.3% | $5,403-85.3% |