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 9-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 | $17,378 | $86,286-79.9% | $111,297-84.4% | $85,850-79.8% |
| Participation rate | 41.9% | 73.3%-31.4pp | 77.3%-35.4pp | 69.3%-27.4pp |
| Annual return | 13.14% | 19.99%-6.8pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,491 | $3,641-59.1% | $4,487-66.8% | $3,952-62.3% |
| Admin fee / account holder | $430 | $8,188-94.7% | $7,964-94.6% | $6,260-93.1% |