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 | $16,595 | $82,032-79.8% | $123,104-86.5% | $59,632-72.2% |
| Participation rate | 24.3% | 83.2%-58.9pp | 86.8%-62.5pp | 68.7%-44.3pp |
| Annual return | -3.86% | 5.12%-9.0pp | 13.22%-17.1pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $759 | $4,667-83.7% | $6,230-87.8% | $3,192-76.2% |
| Admin fee / account holder | $523 | $5,881-91.1% | $9,015-94.2% | $4,297-87.8% |