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 | $7,283 | $61,660-88.2% | $80,019-90.9% | $64,186-88.7% |
| Participation rate | 63.9% | 71.7%-7.8pp | 75.8%-11.9pp | 69.6%-5.7pp |
| Annual return | -89.85% | -0.33%-89.5pp | 11.22%-101.1pp | 7.63%-97.5pp |
| Employer contribution / active EE | $921 | $1,810-49.1% | $2,468-62.7% | $2,381-61.3% |
| Participant deferral / active EE | $4,048 | $2,968+36.4% | $3,686+9.8% | $3,470+16.7% |
| Admin fee / account holder | $1,390 | $5,417-74.3% | $6,521-78.7% | $4,888-71.6% |