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 | $17,018 | $75,183-77.4% | $123,892-86.3% | $55,167-69.2% |
| Participation rate | 31.2% | 72.8%-41.6pp | 81.4%-50.2pp | 69.0%-37.8pp |
| Annual return | 3.58% | 19.01%-15.4pp | 47.52%-43.9pp | 169.23%-165.6pp |
| Employer contribution / active EE | $699 | $2,823-75.3% | $4,617-84.9% | $1,963-64.4% |
| Participant deferral / active EE | $2,308 | $5,084-54.6% | $5,984-61.4% | $3,054-24.4% |
| Admin fee / account holder | $3,386 | $663+411.1% | $8,357-59.5% | $504+572.0% |