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 3-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 | $4,872 | $183,519-97.3% | $155,509-96.9% | $145,922-96.7% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 9.66% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,072 | $5,313-79.8% | $4,672-77.1% | $4,660-77.0% |
| Participant deferral / active EE | $1,744 | $6,462-73.0% | $5,626-69.0% | $6,688-73.9% |
| Admin fee / account holder | $1,782 | $19,313-90.8% | $15,912-88.8% | $13,397-86.7% |