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 4-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.)
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 | $6,156 | $74,927-91.8% | $101,794-94.0% | $84,808-92.7% |
| Participation rate | 49.3% | 61.4%-12.1pp | 69.2%-19.9pp | 68.3%-19.0pp |
| Annual return | 19.94% | 18.70%+1.2pp | 30.53%-10.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $685 | $1,522-55.0% | $2,289-70.1% | $2,631-74.0% |
| Participant deferral / active EE | $1,043 | $3,099-66.3% | $4,084-74.5% | $4,212-75.2% |
| Admin fee / account holder | $364 | $6,514-94.4% | $8,777-95.8% | $7,344-95.0% |