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 3-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 | $3,495 | $57,016-93.9% | $84,966-95.9% | $80,856-95.7% |
| Participation rate | 48.0% | 56.3%-8.3pp | 67.5%-19.5pp | 67.6%-19.6pp |
| Annual return | 6.26% | 21.66%-15.4pp | 66.38%-60.1pp | 35.59%-29.3pp |
| Employer contribution / active EE | $1,061 | $1,798-41.0% | $2,727-61.1% | $2,755-61.5% |
| Participant deferral / active EE | $1,530 | $3,110-50.8% | $4,519-66.1% | $4,296-64.4% |
| Admin fee / account holder | $2,370 | $4,980-52.4% | $6,149-61.5% | $6,918-65.7% |