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 3-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 | $5,953 | $111,754-94.7% | $103,333-94.2% | $145,922-95.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 3.31% | 24.77%-21.5pp | 24.88%-21.6pp | 561.29%-558.0pp |
| Employer contribution / active EE | $1,346 | $4,212-68.1% | $3,868-65.2% | $4,660-71.1% |
| Participant deferral / active EE | $1,749 | $5,619-68.9% | $5,057-65.4% | $6,688-73.9% |
| Admin fee / account holder | $348 | $9,750-96.4% | $8,355-95.8% | $13,397-97.4% |