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.
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 | $11,316 | $81,900-86.2% | $119,609-90.5% | $68,494-83.5% |
| Participation rate | 59.6% | 71.9%-12.3pp | 79.3%-19.6pp | 67.9%-8.3pp |
| Annual return | -11.10% | -23.82%+12.7pp | -14.97%+3.9pp | -7.84%-3.3pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,026 | $4,148-51.2% | $5,602-63.8% | $4,027-49.7% |
| Admin fee / account holder | $543 | $6,582-91.7% | $10,323-94.7% | $5,403-89.9% |