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 | $19,557 | $61,660-68.3% | $80,019-75.6% | $64,186-69.5% |
| Participation rate | 55.2% | 71.7%-16.5pp | 75.8%-20.7pp | 69.6%-14.4pp |
| Annual return | -10.60% | -0.33%-10.3pp | 11.22%-21.8pp | 7.63%-18.2pp |
| Employer contribution / active EE | $2,238 | $1,810+23.6% | $2,468-9.3% | $2,381-6.0% |
| Participant deferral / active EE | $3,760 | $2,968+26.7% | $3,686+2.0% | $3,470+8.4% |
| Admin fee / account holder | $576 | $5,417-89.4% | $6,521-91.2% | $4,888-88.2% |