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 | $24,015 | $101,724-76.4% | $164,813-85.4% | $80,856-70.3% |
| Participation rate | 54.0% | 71.8%-17.8pp | 78.6%-24.6pp | 67.6%-13.6pp |
| Annual return | 9.74% | 16.72%-7.0pp | 69.93%-60.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,166 | $4,477-51.6% | $6,031-64.1% | $4,296-49.6% |
| Admin fee / account holder | $3,370 | $8,227-59.0% | $12,690-73.4% | $6,918-51.3% |