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.
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 | $20,966 | $105,181-80.1% | $159,436-86.9% | $85,850-75.6% |
| Participation rate | 65.0% | 75.8%-10.8pp | 82.8%-17.8pp | 69.3%-4.3pp |
| Annual return | 15.23% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,433 | $3,318-56.8% | $4,829-70.3% | $2,565-44.1% |
| Participant deferral / active EE | $1,699 | $5,945-71.4% | $7,352-76.9% | $3,952-57.0% |
| Admin fee / account holder | $2,233 | $6,933-67.8% | $10,799-79.3% | $6,260-64.3% |