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.
Employer 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 | $7,860 | $73,867-89.4% | $143,757-94.5% | $68,494-88.5% |
| Participation rate | 62.9% | 66.7%-3.8pp | 80.3%-17.4pp | 67.9%-5.0pp |
| Annual return | -17.12% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,835 | $3,384-16.2% | $5,637-49.7% | $4,027-29.6% |
| Admin fee / account holder | $1,578 | $5,755-72.6% | $14,673-89.2% | $5,403-70.8% |