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 4-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 | $5,440 | $48,265-88.7% | $68,791-92.1% | $68,494-92.1% |
| Participation rate | 62.5% | 60.7%+1.8pp | 69.0%-6.5pp | 67.9%-5.4pp |
| Annual return | -23.43% | -12.71%-10.7pp | -6.38%-17.1pp | -7.84%-15.6pp |
| Employer contribution / active EE | $1,143 | $1,829-37.5% | $2,655-56.9% | $2,596-56.0% |
| Participant deferral / active EE | $1,740 | $2,867-39.3% | $3,941-55.9% | $4,027-56.8% |
| Admin fee / account holder | $823 | $4,355-81.1% | $4,932-83.3% | $5,403-84.8% |