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 | $11,393 | $66,098-82.8% | $101,794-88.8% | $74,304-84.7% |
| Participation rate | 6.3% | 53.8%-47.4pp | 69.2%-62.9pp | 60.3%-54.0pp |
| Annual return | 16.17% | 19.59%-3.4pp | 30.53%-14.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $218 | $2,781-92.2% | $4,084-94.7% | $3,767-94.2% |
| Admin fee / account holder | $742 | $4,146-82.1% | $8,777-91.5% | $2,969-75.0% |