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 | $16,454 | $86,286-80.9% | $111,297-85.2% | $85,850-80.8% |
| Participation rate | 30.6% | 73.3%-42.7pp | 77.3%-46.7pp | 69.3%-38.7pp |
| Annual return | 15.15% | 19.99%-4.8pp | 54.65%-39.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $268 | $2,043-86.9% | $2,731-90.2% | $2,565-89.5% |
| Participant deferral / active EE | $2,782 | $3,641-23.6% | $4,487-38.0% | $3,952-29.6% |
| Admin fee / account holder | $2,405 | $8,188-70.6% | $7,964-69.8% | $6,260-61.6% |