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 | $14,062 | $83,902-83.2% | $167,512-91.6% | $84,808-83.4% |
| Participation rate | 38.2% | 66.5%-28.2pp | 77.1%-38.8pp | 68.3%-30.1pp |
| Annual return | 15.20% | 91.55%-76.3pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $696 | $4,442-84.3% | $6,405-89.1% | $4,212-83.5% |
| Admin fee / account holder | $2,603 | $7,915-67.1% | $9,769-73.4% | $7,344-64.6% |