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 4-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 | $18,839 | $87,013-78.3% | $106,213-82.3% | $80,856-76.7% |
| Participation rate | 30.8% | 70.4%-39.7pp | 75.3%-44.5pp | 67.6%-36.9pp |
| Annual return | 36.53% | 17.05%+19.5pp | 116.14%-79.6pp | 35.59%+0.9pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,441 | $3,986+11.4% | $5,016-11.5% | $4,296+3.4% |
| Admin fee / account holder | $2,006 | $8,431-76.2% | $11,033-81.8% | $6,918-71.0% |