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 | $59,477 | $84,556-29.7% | $116,228-48.8% | $74,304-20.0% |
| Participation rate | 24.0% | 66.0%-42.0pp | 74.6%-50.6pp | 60.3%-36.3pp |
| Annual return | 13.77% | 18.35%-4.6pp | 90.06%-76.3pp | 29.43%-15.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,053 | $3,814-72.4% | $4,953-78.7% | $3,767-72.1% |
| Admin fee / account holder | $2,899 | $3,792-23.6% | $11,989-75.8% | $2,969-2.4% |