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 10-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 | $10,581 | $209,411-94.9% | $178,490-94.1% | $158,922-93.3% |
| Participation rate | 23.5% | 86.3%-62.8pp | 81.9%-58.4pp | 82.0%-58.4pp |
| Annual return | 28.54% | 188.75%-160.2pp | 151.07%-122.5pp | 302.83%-274.3pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $734 | $5,954-87.7% | $5,202-85.9% | $5,982-87.7% |
| Admin fee / account holder | $307 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |