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 7-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.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $13,816 |
CHESME CAPITAL MANAGEMENT5+ years Service code 26 · EIN 20-0061957 | Advisory (Participants) | $2,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,870 | $26,549-81.7% | $61,373-92.1% | $66,914-92.7% |
| Participation rate | 62.1% | 38.1%+24.1pp | 52.6%+9.6pp | 69.8%-7.7pp |
| Annual return | -17.06% | -16.21%-0.8pp | 338.61%-355.7pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $897 | $1,338-33.0% | $2,125-57.8% | $4,237-78.8% |
| Admin fee / account holder | $142 | $409-65.3% | $2,130-93.3% | $593-76.1% |