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 6-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 | $15,870 | $59,805-73.5% | $79,550-80.1% | $68,494-76.8% |
| Participation rate | 58.6% | 61.1%-2.4pp | 69.5%-10.9pp | 67.9%-9.3pp |
| Annual return | -19.97% | -12.30%-7.7pp | 0.16%-20.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,582 | $1,505+5.2% | $2,413-34.4% | $2,596-39.0% |
| Participant deferral / active EE | $3,052 | $3,024+0.9% | $3,985-23.4% | $4,027-24.2% |
| Admin fee / account holder | $664 | $4,835-86.3% | $6,832-90.3% | $5,403-87.7% |