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 | $17,413 | $66,310-73.7% | $93,606-81.4% | $65,185-73.3% |
| Participation rate | 58.9% | 74.0%-15.1pp | 75.8%-16.9pp | 70.2%-11.3pp |
| Annual return | -1.74% | 42.58%-44.3pp | 32.76%-34.5pp | 29.38%-31.1pp |
| Employer contribution / active EE | $1,098 | $2,012-45.4% | $2,718-59.6% | $2,177-49.5% |
| Participant deferral / active EE | $2,732 | $3,342-18.2% | $4,069-32.8% | $3,514-22.2% |
| Admin fee / account holder | $667 | $6,897-90.3% | $7,888-91.5% | $847-21.3% |