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 3-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 | $5,247 | $210,648-97.5% | $177,989-97.1% | $145,922-96.4% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | -33.37% | 385.86%-419.2pp | 294.48%-327.9pp | 561.29%-594.7pp |
| Employer contribution / active EE | $1,339 | $4,565-70.7% | $3,949-66.1% | $4,660-71.3% |
| Participant deferral / active EE | $1,904 | $6,958-72.6% | $6,276-69.7% | $6,688-71.5% |
| Admin fee / account holder | $1,605 | $12,013-86.6% | $10,363-84.5% | $13,397-88.0% |