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 | $16,761 | $65,365-74.4% | $92,893-82.0% | $72,985-77.0% |
| Participation rate | 51.1% | 68.3%-17.2pp | 76.0%-24.9pp | 69.5%-18.4pp |
| Annual return | 6.13% | 42.10%-36.0pp | 109.41%-103.3pp | 81.00%-74.9pp |
| Employer contribution / active EE | $702 | $2,594-72.9% | $3,653-80.8% | $2,440-71.2% |
| Participant deferral / active EE | $1,722 | $3,128-45.0% | $4,236-59.4% | $3,607-52.3% |
| Admin fee / account holder | $5,414 | $4,251+27.3% | $5,794-6.6% | $5,124+5.6% |