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 | $14,329 | $58,577-75.5% | $83,333-82.8% | $64,186-77.7% |
| Participation rate | 65.6% | 72.0%-6.4pp | 77.8%-12.1pp | 69.6%-3.9pp |
| Annual return | -12.43% | 9.65%-22.1pp | 10.63%-23.1pp | 7.63%-20.1pp |
| Employer contribution / active EE | $2,025 | $2,098-3.5% | $3,379-40.1% | $2,381-14.9% |
| Participant deferral / active EE | $4,007 | $4,654-13.9% | $5,565-28.0% | $3,470+15.5% |
| Admin fee / account holder | $1,196 | $9,275-87.1% | $7,510-84.1% | $4,888-75.5% |