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 7-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 | $9,534 | $98,750-90.3% | $149,696-93.6% | $79,858-88.1% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.5%-13.1pp | 69.6%-0.3pp |
| Annual return | 19.05% | 27.43%-8.4pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,197 | $3,216-62.8% | $4,644-74.2% | $2,471-51.6% |
| Participant deferral / active EE | $2,175 | $5,680-61.7% | $6,842-68.2% | $3,740-41.9% |
| Admin fee / account holder | $922 | $6,053-84.8% | $9,309-90.1% | $5,306-82.6% |