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 | $29,435 | $125,758-76.6% | $169,993-82.7% | $75,163-60.8% |
| Participation rate | 57.7% | 83.6%-25.9pp | 87.0%-29.3pp | 67.2%-9.5pp |
| Annual return | 11.77% | 27.20%-15.4pp | 53.37%-41.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $2,134 | $4,615-53.8% | $6,785-68.6% | $2,670-20.1% |
| Participant deferral / active EE | $3,480 | $6,837-49.1% | $10,408-66.6% | $4,125-15.6% |
| Admin fee / account holder | $6,674 | $8,173-18.3% | $12,815-47.9% | $5,651+18.1% |