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 9-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 | $19,546 | $81,460-76.0% | $103,333-81.1% | $80,856-75.8% |
| Participation rate | 51.4% | 66.8%-15.4pp | 74.5%-23.1pp | 67.6%-16.2pp |
| Annual return | 3.04% | 25.55%-22.5pp | 24.88%-21.8pp | 35.59%-32.6pp |
| Employer contribution / active EE | $1,216 | $3,105-60.8% | $3,868-68.6% | $2,755-55.8% |
| Participant deferral / active EE | $2,575 | $3,869-33.4% | $5,057-49.1% | $4,296-40.1% |
| Admin fee / account holder | $4,300 | $6,566-34.5% | $8,355-48.5% | $6,918-37.8% |