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 | $12,005 | $83,902-85.7% | $167,512-92.8% | $84,808-85.8% |
| Participation rate | 17.2% | 66.5%-49.2pp | 77.1%-59.8pp | 68.3%-51.1pp |
| Annual return | 19.91% | 91.55%-71.6pp | 1615.79%-1595.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $732 | $4,442-83.5% | $6,405-88.6% | $4,212-82.6% |
| Admin fee / account holder | $2,256 | $7,915-71.5% | $9,769-76.9% | $7,344-69.3% |