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 | $6,207 | $185,822-96.7% | $169,993-96.3% | $139,434-95.5% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | -43.94% | 60.50%-104.4pp | 53.37%-97.3pp | 372.94%-416.9pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,202 | $11,622-72.4% | $10,408-69.2% | $6,710-52.3% |
| Admin fee / account holder | $3,148 | $15,381-79.5% | $12,815-75.4% | $11,403-72.4% |