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 | $5,017 | $118,849-95.8% | $96,562-94.8% | $167,490-97.0% |
| Participation rate | 58.3% | 75.5%-17.1pp | 69.8%-11.5pp | 82.1%-23.8pp |
| Annual return | 17.73% | 50.49%-32.8pp | 37.78%-20.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $691 | $3,120-77.9% | $2,356-70.7% | $4,837-85.7% |
| Participant deferral / active EE | $971 | $4,616-79.0% | $3,849-74.8% | $6,341-84.7% |
| Admin fee / account holder | $862 | $8,065-89.3% | $6,181-86.1% | $12,309-93.0% |