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 | $9,838 | $40,256-75.6% | $57,343-82.8% | $59,632-83.5% |
| Participation rate | 42.0% | 69.2%-27.2pp | 75.1%-33.1pp | 68.7%-26.7pp |
| Annual return | -4.20% | 27.49%-31.7pp | 24.39%-28.6pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $417 | $1,922-78.3% | $2,689-84.5% | $2,203-81.1% |
| Participant deferral / active EE | $1,505 | $2,399-37.3% | $3,162-52.4% | $3,192-52.8% |
| Admin fee / account holder | $1,724 | $2,818-38.8% | $3,356-48.6% | $4,297-59.9% |