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 9-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 | $13,622 | $65,365-79.2% | $92,893-85.3% | $72,985-81.3% |
| Participation rate | 48.7% | 68.3%-19.6pp | 76.0%-27.3pp | 69.5%-20.8pp |
| Annual return | 21.77% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $407 | $2,594-84.3% | $3,653-88.9% | $2,440-83.3% |
| Participant deferral / active EE | $2,629 | $3,128-16.0% | $4,236-37.9% | $3,607-27.1% |
| Admin fee / account holder | $1,544 | $4,251-63.7% | $5,794-73.3% | $5,124-69.9% |