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.
Participant 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.)
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 | $43,376 | $53,777-19.3% | $134,143-67.7% | $79,858-45.7% |
| Participation rate | 18.8% | 58.8%-40.0pp | 72.2%-53.4pp | 69.6%-50.9pp |
| Annual return | 23.77% | 19.01%+4.8pp | 36.33%-12.6pp | 31.71%-7.9pp |
| Employer contribution / active EE | $443 | $1,321-66.4% | $3,704-88.0% | $2,471-82.1% |
| Participant deferral / active EE | $838 | $2,420-65.4% | $3,499-76.0% | $3,740-77.6% |
| Admin fee / account holder | $2,042 | $3,984-48.7% | $6,684-69.4% | $5,306-61.5% |