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.
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 | $14,654 | $185,822-92.1% | $169,993-91.4% | $139,434-89.5% |
| Participation rate | 37.5% | 87.8%-50.3pp | 87.0%-49.5pp | 80.3%-42.8pp |
| Annual return | 20.85% | 60.50%-39.7pp | 53.37%-32.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,422 | $7,590-81.3% | $6,785-79.0% | $4,751-70.1% |
| Participant deferral / active EE | $3,017 | $11,622-74.0% | $10,408-71.0% | $6,710-55.0% |
| Admin fee / account holder | $4,518 | $15,381-70.6% | $12,815-64.7% | $11,403-60.4% |