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 10-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 | $19,349 | $89,355-78.3% | $141,162-86.3% | $72,985-73.5% |
| Participation rate | 29.6% | 75.1%-45.5pp | 82.5%-52.8pp | 69.5%-39.9pp |
| Annual return | 25.65% | 111.85%-86.2pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $713 | $3,114-77.1% | $4,735-84.9% | $2,440-70.8% |
| Participant deferral / active EE | $2,064 | $5,418-61.9% | $6,709-69.2% | $3,607-42.8% |
| Admin fee / account holder | $2,356 | $5,958-60.5% | $10,261-77.0% | $5,124-54.0% |