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 | $12,574 | $53,596-76.5% | $90,645-86.1% | $64,186-80.4% |
| Participation rate | 55.7% | 64.5%-8.8pp | 74.0%-18.3pp | 69.6%-13.8pp |
| Annual return | -8.87% | 4.41%-13.3pp | 1.88%-10.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $893 | $1,503-40.6% | $2,532-64.7% | $2,381-62.5% |
| Participant deferral / active EE | $1,880 | $2,459-23.5% | $3,425-45.1% | $3,470-45.8% |
| Admin fee / account holder | $1,992 | $3,868-48.5% | $4,994-60.1% | $4,888-59.2% |