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 | $21,711 | $59,417-63.5% | $93,606-76.8% | $74,495-70.9% |
| Participation rate | 46.8% | 59.7%-12.9pp | 68.7%-21.9pp | 67.2%-20.4pp |
| Annual return | 7.96% | 81.83%-73.9pp | 133.20%-125.2pp | 1364.94%-1357.0pp |
| Employer contribution / active EE | $627 | $1,264-50.4% | $2,420-74.1% | $2,623-76.1% |
| Participant deferral / active EE | $1,967 | $3,050-35.5% | $4,411-55.4% | $4,346-54.7% |
| Admin fee / account holder | $3,285 | $3,021+8.7% | $8,285-60.3% | $1,942+69.2% |