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 | $20,415 | $94,625-78.4% | $116,228-82.4% | $84,808-75.9% |
| Participation rate | 61.3% | 70.4%-9.2pp | 74.6%-13.3pp | 68.3%-7.0pp |
| Annual return | 8.30% | 20.40%-12.1pp | 90.06%-81.8pp | 40.90%-32.6pp |
| Employer contribution / active EE | $2,511 | $2,347+7.0% | $2,994-16.2% | $2,631-4.6% |
| Participant deferral / active EE | $3,357 | $3,972-15.5% | $4,953-32.2% | $4,212-20.3% |
| Admin fee / account holder | $15,590 | $10,091+54.5% | $11,989+30.0% | $7,344+112.3% |