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 7-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 | $9,508 | $76,912-87.6% | $129,110-92.6% | $68,494-86.1% |
| Participation rate | 50.0% | 69.1%-19.1pp | 77.3%-27.3pp | 67.9%-17.9pp |
| Annual return | -19.27% | -9.78%-9.5pp | -10.94%-8.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,063 | $3,243-67.2% | $5,052-78.9% | $2,596-59.0% |
| Participant deferral / active EE | $2,306 | $4,732-51.3% | $6,542-64.8% | $4,027-42.7% |
| Admin fee / account holder | $1,565 | $6,638-76.4% | $14,302-89.1% | $5,403-71.0% |