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 4-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 | $30,947 | $101,317-69.5% | $146,958-78.9% | $74,495-58.5% |
| Participation rate | 39.1% | 75.5%-36.4pp | 82.2%-43.1pp | 67.2%-28.1pp |
| Annual return | 12.33% | 8730.91%-8718.6pp | 418.34%-406.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,808 | $3,810-52.6% | $4,933-63.4% | $2,623-31.1% |
| Participant deferral / active EE | $4,136 | $7,303-43.4% | $8,070-48.7% | $4,346-4.8% |
| Admin fee / account holder | $5,839 | $1,739+235.8% | $12,998-55.1% | $1,942+200.7% |