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 | $4,623 | $53,822-91.4% | $75,696-93.9% | $85,850-94.6% |
| Participation rate | 14.6% | 69.1%-54.5pp | 74.8%-60.3pp | 69.3%-54.7pp |
| Annual return | 21.65% | 24.54%-2.9pp | 104.53%-82.9pp | 318.53%-296.9pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $344 | $2,895-88.1% | $3,821-91.0% | $3,952-91.3% |
| Admin fee / account holder | $757 | $3,343-77.4% | $3,619-79.1% | $6,260-87.9% |