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.
Employer 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 | $5,691 | $77,314-92.6% | $177,989-96.8% | $80,856-93.0% |
| Participation rate | 48.3% | 65.7%-17.4pp | 77.1%-28.8pp | 67.6%-19.3pp |
| Annual return | 12.69% | 18.09%-5.4pp | 294.48%-281.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $373 | $2,292-83.7% | $3,949-90.6% | $2,755-86.5% |
| Participant deferral / active EE | $1,774 | $4,411-59.8% | $6,276-71.7% | $4,296-58.7% |
| Admin fee / account holder | $612 | $7,191-91.5% | $10,363-94.1% | $6,918-91.2% |