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 | $18,573 | $77,813-76.1% | $123,544-85.0% | $64,186-71.1% |
| Participation rate | 12.5% | 74.7%-62.2pp | 82.3%-69.8pp | 69.6%-57.1pp |
| Annual return | -19.96% | 12.48%-32.4pp | 119.20%-139.2pp | 7.63%-27.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,765 | $5,240-66.3% | $6,426-72.5% | $3,470-49.1% |
| Admin fee / account holder | $7,293 | $5,519+32.1% | $9,284-21.4% | $4,888+49.2% |