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 | $37,251 | $159,901-76.7% | $146,958-74.7% | $145,922-74.5% |
| Participation rate | 47.1% | 84.0%-36.9pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 17.49% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,361 | $5,286-74.2% | $4,933-72.4% | $4,660-70.8% |
| Participant deferral / active EE | $2,004 | $8,428-76.2% | $8,070-75.2% | $6,688-70.0% |
| Admin fee / account holder | $306 | $15,044-98.0% | $12,998-97.6% | $13,397-97.7% |