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 6-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 | $7,876 | $48,230-83.7% | $67,502-88.3% | $80,856-90.3% |
| Participation rate | 45.2% | 66.4%-21.1pp | 72.9%-27.6pp | 67.6%-22.4pp |
| Annual return | 13.42% | 18.28%-4.9pp | 3512.12%-3498.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $435 | $2,020-78.4% | $2,731-84.1% | $2,755-84.2% |
| Participant deferral / active EE | $655 | $2,924-77.6% | $4,000-83.6% | $4,296-84.7% |
| Admin fee / account holder | $358 | $3,681-90.3% | $3,998-91.0% | $6,918-94.8% |