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 | $66,603 | $57,354+16.1% | $83,848-20.6% | $64,186+3.8% |
| Participation rate | 38.0% | 68.6%-30.6pp | 76.1%-38.1pp | 69.6%-31.6pp |
| Annual return | 11.91% | 11.38%+0.5pp | 850.88%-839.0pp | 7.63%+4.3pp |
| Employer contribution / active EE | $647 | $2,545-74.6% | $3,631-82.2% | $2,381-72.8% |
| Participant deferral / active EE | $795 | $2,993-73.4% | $4,082-80.5% | $3,470-77.1% |
| Admin fee / account holder | $19,234 | $4,046+375.4% | $5,478+251.1% | $4,888+293.5% |