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 | $11,359 | $63,764-82.2% | $81,930-86.1% | $79,858-85.8% |
| Participation rate | 59.3% | 67.5%-8.2pp | 72.0%-12.7pp | 69.6%-10.3pp |
| Annual return | -1.97% | 22.66%-24.6pp | 29.49%-31.5pp | 31.71%-33.7pp |
| Employer contribution / active EE | $618 | $1,795-65.6% | $4,310-85.7% | $2,471-75.0% |
| Participant deferral / active EE | $1,054 | $2,780-62.1% | $7,107-85.2% | $3,740-71.8% |
| Admin fee / account holder | $1,193 | $4,426-73.0% | $5,158-76.9% | $5,306-77.5% |