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 | $29,321 | $85,766-65.8% | $136,294-78.5% | $70,131-58.2% |
| Participation rate | 26.2% | 74.2%-47.9pp | 81.9%-55.7pp | 69.5%-43.3pp |
| Annual return | 16.31% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $534 | $2,966-82.0% | $4,695-88.6% | $2,342-77.2% |
| Participant deferral / active EE | $1,075 | $5,051-78.7% | $6,247-82.8% | $3,332-67.7% |
| Admin fee / account holder | $779 | $5,420-85.6% | $9,243-91.6% | $4,645-83.2% |