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 9-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 | $4,061 | $228,332-98.2% | $185,823-97.8% | $158,922-97.4% |
| Participation rate | 55.6% | 82.3%-26.7pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 34.87% | 40.80%-5.9pp | 35.95%-1.1pp | 302.83%-268.0pp |
| Employer contribution / active EE | $564 | $4,967-88.6% | $4,087-86.2% | $4,761-88.2% |
| Participant deferral / active EE | $1,172 | $6,415-81.7% | $5,632-79.2% | $5,982-80.4% |
| Admin fee / account holder | $2,979 | $11,864-74.9% | $9,500-68.6% | $11,246-73.5% |