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 9-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 | $12,302 | $97,757-87.4% | $83,848-85.3% | $135,375-90.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -27.65% | 1287.37%-1315.0pp | 850.88%-878.5pp | 519.73%-547.4pp |
| Employer contribution / active EE | $1,883 | $4,222-55.4% | $3,631-48.1% | $4,779-60.6% |
| Participant deferral / active EE | $4,828 | $4,682+3.1% | $4,082+18.3% | $5,609-13.9% |
| Admin fee / account holder | $517 | $6,674-92.3% | $5,478-90.6% | $10,827-95.2% |