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.
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 | $19,890 | $94,625-79.0% | $116,228-82.9% | $84,808-76.5% |
| Participation rate | 55.2% | 70.4%-15.3pp | 74.6%-19.4pp | 68.3%-13.1pp |
| Annual return | 50.74% | 20.40%+30.3pp | 90.06%-39.3pp | 40.90%+9.8pp |
| Employer contribution / active EE | $278 | $2,347-88.2% | $2,994-90.7% | $2,631-89.4% |
| Participant deferral / active EE | $2,076 | $3,972-47.7% | $4,953-58.1% | $4,212-50.7% |
| Admin fee / account holder | $5,303 | $10,091-47.4% | $11,989-55.8% | $7,344-27.8% |