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 | $9,247 | $52,580-82.4% | $71,671-87.1% | $70,131-86.8% |
| Participation rate | 69.1% | 60.9%+8.3pp | 68.7%+0.4pp | 69.5%-0.4pp |
| Annual return | 8.61% | 20.25%-11.6pp | 20.65%-12.0pp | 73.14%-64.5pp |
| Employer contribution / active EE | $527 | $1,616-67.4% | $2,460-78.6% | $2,342-77.5% |
| Participant deferral / active EE | $1,236 | $2,386-48.2% | $3,438-64.0% | $3,332-62.9% |
| Admin fee / account holder | $2,477 | $3,653-32.2% | $5,558-55.4% | $4,645-46.7% |