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 3-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 | $25,129 | $100,326-75.0% | $180,183-86.1% | $84,808-70.4% |
| Participation rate | 28.1% | 71.0%-42.9pp | 77.4%-49.4pp | 68.3%-40.2pp |
| Annual return | 15.20% | 17.86%-2.7pp | 27.86%-12.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,073 | $3,269-67.2% | $5,039-78.7% | $2,631-59.2% |
| Participant deferral / active EE | $1,454 | $5,066-71.3% | $6,822-78.7% | $4,212-65.5% |
| Admin fee / account holder | $657 | $9,674-93.2% | $19,975-96.7% | $7,344-91.0% |