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.
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 | $11,551 | $50,958-77.3% | $74,550-84.5% | $64,186-82.0% |
| Participation rate | 51.2% | 61.1%-9.8pp | 69.1%-17.9pp | 69.6%-18.3pp |
| Annual return | -8.49% | -1.86%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $639 | $1,115-42.7% | $1,961-67.4% | $2,381-73.2% |
| Participant deferral / active EE | $1,208 | $2,301-47.5% | $3,108-61.1% | $3,470-65.2% |
| Admin fee / account holder | $573 | $4,223-86.4% | $5,060-88.7% | $4,888-88.3% |