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 9-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 | $2,427 | $49,177-95.1% | $79,464-96.9% | $64,186-96.2% |
| Participation rate | 40.7% | 65.0%-24.3pp | 73.3%-32.6pp | 69.6%-28.8pp |
| Annual return | -19.05% | -1.16%-17.9pp | 718.14%-737.2pp | 7.63%-26.7pp |
| Employer contribution / active EE | $293 | $2,076-85.9% | $2,800-89.5% | $2,381-87.7% |
| Participant deferral / active EE | $807 | $2,821-71.4% | $3,704-78.2% | $3,470-76.7% |
| Admin fee / account holder | $1,087 | $3,839-71.7% | $5,113-78.7% | $4,888-77.8% |