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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,720 | $49,280-90.4% | $67,313-93.0% | $64,186-92.6% |
| Participation rate | 41.7% | 60.8%-19.1pp | 69.1%-27.4pp | 69.6%-27.9pp |
| Annual return | -9.81% | -1.39%-8.4pp | -4.08%-5.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $363 | $1,668-78.2% | $2,566-85.8% | $2,381-84.8% |
| Participant deferral / active EE | $665 | $2,484-73.2% | $3,568-81.4% | $3,470-80.8% |
| Admin fee / account holder | $568 | $3,863-85.3% | $4,507-87.4% | $4,888-88.4% |