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 | $13,785 | $100,754-86.3% | $86,677-84.1% | $134,475-89.7% |
| Participation rate | 42.1% | 78.9%-36.8pp | 76.6%-34.5pp | 81.2%-39.1pp |
| Annual return | -26.45% | 29.04%-55.5pp | 35.91%-62.4pp | 417.96%-444.4pp |
| Employer contribution / active EE | $797 | $3,489-77.2% | $2,836-71.9% | $4,740-83.2% |
| Participant deferral / active EE | $1,719 | $5,338-67.8% | $4,656-63.1% | $6,400-73.1% |
| Admin fee / account holder | $552 | $10,926-94.9% | $7,493-92.6% | $11,426-95.2% |