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 5-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 | $11,628 | $183,519-93.7% | $155,509-92.5% | $145,922-92.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 6.09% | 61.17%-55.1pp | 64.67%-58.6pp | 561.29%-555.2pp |
| Employer contribution / active EE | $1,252 | $5,313-76.4% | $4,672-73.2% | $4,660-73.1% |
| Participant deferral / active EE | $2,314 | $6,462-64.2% | $5,626-58.9% | $6,688-65.4% |
| Admin fee / account holder | $1,010 | $19,313-94.8% | $15,912-93.6% | $13,397-92.5% |