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 | $19,132 | $78,705-75.7% | $117,854-83.8% | $70,131-72.7% |
| Participation rate | 48.1% | 73.2%-25.0pp | 79.7%-31.5pp | 69.5%-21.4pp |
| Annual return | 10.83% | 23.30%-12.5pp | 335.08%-324.2pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,610 | $2,223-27.6% | $3,786-57.5% | $2,342-31.3% |
| Participant deferral / active EE | $674 | $3,297-79.6% | $4,482-85.0% | $3,332-79.8% |
| Admin fee / account holder | $449 | $5,065-91.1% | $8,020-94.4% | $4,645-90.3% |