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 3-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 | $4,123 | $58,208-92.9% | $81,812-95.0% | $80,856-94.9% |
| Participation rate | 58.8% | 63.4%-4.6pp | 72.3%-13.5pp | 67.6%-8.8pp |
| Annual return | 8.77% | 41.66%-32.9pp | 773.79%-765.0pp | 35.59%-26.8pp |
| Employer contribution / active EE | $415 | $2,340-82.3% | $2,912-85.7% | $2,755-84.9% |
| Participant deferral / active EE | $1,022 | $3,281-68.8% | $4,319-76.3% | $4,296-76.2% |
| Admin fee / account holder | $1,837 | $4,981-63.1% | $7,386-75.1% | $6,918-73.4% |