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 | $11,919 | $74,927-84.1% | $101,794-88.3% | $84,808-85.9% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 8.62% | 18.70%-10.1pp | 30.53%-21.9pp | 40.90%-32.3pp |
| Employer contribution / active EE | $996 | $1,522-34.6% | $2,289-56.5% | $2,631-62.1% |
| Participant deferral / active EE | $1,752 | $3,099-43.5% | $4,084-57.1% | $4,212-58.4% |
| Admin fee / account holder | $2,170 | $6,514-66.7% | $8,777-75.3% | $7,344-70.5% |