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 | $14,239 | $72,277-80.3% | $101,248-85.9% | $79,858-82.2% |
| Participation rate | 48.2% | 68.5%-20.2pp | 75.8%-27.6pp | 69.6%-21.4pp |
| Annual return | 5.94% | 22.30%-16.4pp | 46.47%-40.5pp | 31.71%-25.8pp |
| Employer contribution / active EE | $905 | $2,692-66.4% | $3,660-75.3% | $2,471-63.4% |
| Participant deferral / active EE | $1,368 | $3,282-58.3% | $4,370-68.7% | $3,740-63.4% |
| Admin fee / account holder | $466 | $4,400-89.4% | $5,945-92.2% | $5,306-91.2% |