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.
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 | $8,545 | $73,867-88.4% | $143,757-94.1% | $68,494-87.5% |
| Participation rate | 37.7% | 66.7%-29.0pp | 80.3%-42.6pp | 67.9%-30.2pp |
| Annual return | -13.15% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $287 | $3,184-91.0% | $4,951-94.2% | $2,596-89.0% |
| Participant deferral / active EE | $1,134 | $3,384-66.5% | $5,637-79.9% | $4,027-71.8% |
| Admin fee / account holder | $537 | $5,755-90.7% | $14,673-96.3% | $5,403-90.1% |