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 7-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 | $15,585 | $71,883-78.3% | $86,677-82.0% | $68,494-77.2% |
| Participation rate | 48.7% | 72.2%-23.5pp | 76.6%-27.9pp | 67.9%-19.2pp |
| Annual return | -18.93% | 3.52%-22.5pp | 35.91%-54.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,525 | $2,173-29.8% | $2,836-46.2% | $2,596-41.3% |
| Participant deferral / active EE | $2,037 | $3,779-46.1% | $4,656-56.2% | $4,027-49.4% |
| Admin fee / account holder | $2,427 | $6,112-60.3% | $7,493-67.6% | $5,403-55.1% |