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 | $12,217 | $157,256-92.2% | $141,162-91.3% | $152,861-92.0% |
| Participation rate | 60.9% | 84.8%-23.9pp | 82.5%-21.6pp | 82.4%-21.6pp |
| Annual return | 21.82% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $900 | $5,261-82.9% | $4,735-81.0% | $4,762-81.1% |
| Participant deferral / active EE | $3,122 | $7,109-56.1% | $6,709-53.5% | $5,850-46.6% |
| Admin fee / account holder | $697 | $12,120-94.3% | $10,261-93.2% | $11,596-94.0% |