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 7-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 | $19,780 | $95,803-79.4% | $113,168-82.5% | $84,808-76.7% |
| Participation rate | 56.7% | 72.9%-16.1pp | 76.6%-19.8pp | 68.3%-11.6pp |
| Annual return | 15.45% | 25.00%-9.6pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $732 | $2,360-69.0% | $2,975-75.4% | $2,631-72.2% |
| Participant deferral / active EE | $1,730 | $4,242-59.2% | $5,107-66.1% | $4,212-58.9% |
| Admin fee / account holder | $2,111 | $8,989-76.5% | $12,068-82.5% | $7,344-71.3% |