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 | $15,309 | $148,534-89.7% | $135,903-88.7% | $139,434-89.0% |
| Participation rate | 30.8% | 83.9%-53.1pp | 81.9%-51.1pp | 80.3%-49.5pp |
| Annual return | -3.93% | 79.19%-83.1pp | 68.23%-72.2pp | 372.94%-376.9pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,183 | $8,100-60.7% | $7,758-59.0% | $6,710-52.6% |
| Admin fee / account holder | $2,615 | $12,400-78.9% | $10,762-75.7% | $11,403-77.1% |