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 8-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 | $1,141 | $77,899-98.5% | $149,673-99.2% | $75,163-98.5% |
| Participation rate | 68.3% | 65.6%+2.7pp | 78.8%-10.5pp | 67.2%+1.1pp |
| Annual return | 20.65% | 31.72%-11.1pp | 134.42%-113.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,332 | $3,137-57.6% | $4,818-72.4% | $2,670-50.1% |
| Participant deferral / active EE | $235 | $3,411-93.1% | $5,680-95.9% | $4,125-94.3% |
| Admin fee / account holder | $508 | $5,956-91.5% | $13,210-96.2% | $5,651-91.0% |