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 5-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 | $11,120 | $93,571-88.1% | $135,903-91.8% | $75,163-85.2% |
| Participation rate | 68.0% | 75.2%-7.2pp | 81.9%-13.9pp | 67.2%+0.8pp |
| Annual return | 16.68% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,463 | $6,404-30.3% | $7,758-42.5% | $4,125+8.2% |
| Admin fee / account holder | $1,425 | $6,975-79.6% | $10,762-86.8% | $5,651-74.8% |