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 4-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 | $10,357 | $74,927-86.2% | $101,794-89.8% | $84,808-87.8% |
| Participation rate | 48.6% | 61.4%-12.8pp | 69.2%-20.5pp | 68.3%-19.7pp |
| Annual return | 22.10% | 18.70%+3.4pp | 30.53%-8.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $914 | $1,522-39.9% | $2,289-60.1% | $2,631-65.3% |
| Participant deferral / active EE | $1,135 | $3,099-63.4% | $4,084-72.2% | $4,212-73.0% |
| Admin fee / account holder | $391 | $6,514-94.0% | $8,777-95.5% | $7,344-94.7% |