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 | $1,407 | $57,016-97.5% | $84,966-98.3% | $80,856-98.3% |
| Participation rate | 69.8% | 56.3%+13.4pp | 67.5%+2.3pp | 67.6%+2.1pp |
| Annual return | 14.35% | 21.66%-7.3pp | 66.38%-52.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,299 | $3,110-58.2% | $4,519-71.2% | $4,296-69.8% |
| Admin fee / account holder | $464 | $4,980-90.7% | $6,149-92.5% | $6,918-93.3% |