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 | $10,981 | $76,670-85.7% | $96,683-88.6% | $71,457-84.6% |
| Participation rate | 9.2% | 66.6%-57.4pp | 74.3%-65.1pp | 67.9%-58.7pp |
| Annual return | 14.94% | 48.29%-33.4pp | 35.69%-20.8pp | 28.85%-13.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $309 | $3,771-91.8% | $4,878-93.7% | $4,289-92.8% |
| Admin fee / account holder | $869 | $2,028-57.1% | $6,730-87.1% | $1,587-45.2% |