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 | $14,193 | $59,805-76.3% | $79,550-82.2% | $68,494-79.3% |
| Participation rate | 35.1% | 61.1%-25.9pp | 69.5%-34.4pp | 67.9%-32.8pp |
| Annual return | -21.83% | -12.30%-9.5pp | 0.16%-22.0pp | -7.84%-14.0pp |
| Employer contribution / active EE | $552 | $1,505-63.3% | $2,413-77.1% | $2,596-78.8% |
| Participant deferral / active EE | $2,084 | $3,024-31.1% | $3,985-47.7% | $4,027-48.2% |
| Admin fee / account holder | $1,130 | $4,835-76.6% | $6,832-83.5% | $5,403-79.1% |