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 6-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 | $26,080 | $94,625-72.4% | $116,228-77.6% | $84,808-69.2% |
| Participation rate | 60.5% | 70.4%-9.9pp | 74.6%-14.0pp | 68.3%-7.8pp |
| Annual return | 11.95% | 20.40%-8.5pp | 90.06%-78.1pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,864 | $2,347-20.5% | $2,994-37.7% | $2,631-29.1% |
| Participant deferral / active EE | $2,783 | $3,972-29.9% | $4,953-43.8% | $4,212-33.9% |
| Admin fee / account holder | $4,654 | $10,091-53.9% | $11,989-61.2% | $7,344-36.6% |