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.
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 | $11,021 | $59,263-81.4% | $96,562-88.6% | $79,386-86.1% |
| Participation rate | 20.0% | 61.9%-41.9pp | 69.8%-49.8pp | 70.7%-50.7pp |
| Annual return | 2.91% | 27.07%-24.2pp | 37.78%-34.9pp | 116.85%-113.9pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $986 | $2,948-66.5% | $3,849-74.4% | $4,046-75.6% |
| Admin fee / account holder | $2,119 | $658+221.8% | $6,181-65.7% | $626+238.3% |