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.
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 | $3,214 | $118,450-97.3% | $98,439-96.7% | $139,434-97.7% |
| Participation rate | 28.6% | 77.4%-48.9pp | 75.2%-46.6pp | 80.3%-51.7pp |
| Annual return | 21.15% | 18.94%+2.2pp | 21.16%0pp | 372.94%-351.8pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,034 | $5,392-80.8% | $4,738-78.2% | $6,710-84.6% |
| Admin fee / account holder | $2,309 | $14,026-83.5% | $8,948-74.2% | $11,403-79.8% |