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 | $3,461 | $104,974-96.7% | $95,585-96.4% | $142,382-97.6% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | -937.76% | 210.33%-1148.1pp | 38.56%-976.3pp | 217.08%-1154.8pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,446 | $4,352-66.8% | $4,023-64.1% | $6,507-77.8% |
| Admin fee / account holder | $3,534 | $6,386-44.7% | $6,127-42.3% | $12,624-72.0% |