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.
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 | $13,513 | $107,334-87.4% | $92,893-85.5% | $152,861-91.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 35.00% | 145.58%-110.6pp | 109.41%-74.4pp | 345.32%-310.3pp |
| Employer contribution / active EE | $8,328 | $4,221+97.3% | $3,653+128.0% | $4,762+74.9% |
| Participant deferral / active EE | $483 | $4,845-90.0% | $4,236-88.6% | $5,850-91.7% |
| Admin fee / account holder | $1,395 | $7,079-80.3% | $5,794-75.9% | $11,596-88.0% |