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 6-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 | $17,940 | $82,664-78.3% | $125,339-85.7% | $68,494-73.8% |
| Participation rate | 30.4% | 75.0%-44.6pp | 82.4%-51.9pp | 67.9%-37.5pp |
| Annual return | -26.45% | -5.97%-20.5pp | 572.05%-598.5pp | -7.84%-18.6pp |
| Employer contribution / active EE | $851 | $3,381-74.8% | $4,814-82.3% | $2,596-67.2% |
| Participant deferral / active EE | $2,039 | $6,110-66.6% | $7,446-72.6% | $4,027-49.4% |
| Admin fee / account holder | $550 | $6,275-91.2% | $10,010-94.5% | $5,403-89.8% |