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 10-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 | $4,069 | $48,046-91.5% | $84,611-95.2% | $72,985-94.4% |
| Participation rate | 14.1% | 57.6%-43.5pp | 68.2%-54.1pp | 69.5%-55.4pp |
| Annual return | 114.79% | 37.38%+77.4pp | 258.74%-144.0pp | 81.00%+33.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $368 | $2,680-86.3% | $3,899-90.6% | $3,607-89.8% |
| Admin fee / account holder | $1,714 | $3,395-49.5% | $4,912-65.1% | $5,124-66.6% |