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 | $16,004 | $50,958-68.6% | $74,550-78.5% | $64,186-75.1% |
| Participation rate | 44.6% | 61.1%-16.4pp | 69.1%-24.5pp | 69.6%-25.0pp |
| Annual return | -12.41% | -1.86%-10.6pp | 32.53%-44.9pp | 7.63%-20.0pp |
| Employer contribution / active EE | $956 | $1,115-14.3% | $1,961-51.3% | $2,381-59.9% |
| Participant deferral / active EE | $1,711 | $2,301-25.6% | $3,108-44.9% | $3,470-50.7% |
| Admin fee / account holder | $984 | $4,223-76.7% | $5,060-80.5% | $4,888-79.9% |