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 | $14,548 | $89,355-83.7% | $141,162-89.7% | $72,985-80.1% |
| Participation rate | 53.1% | 75.1%-22.0pp | 82.5%-29.3pp | 69.5%-16.4pp |
| Annual return | 1.10% | 111.85%-110.8pp | 71.39%-70.3pp | 81.00%-79.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,343 | $5,418-56.7% | $6,709-65.1% | $3,607-35.0% |
| Admin fee / account holder | $894 | $5,958-85.0% | $10,261-91.3% | $5,124-82.6% |