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 | $59,040 | $68,914-14.3% | $136,749-56.8% | $74,304-20.5% |
| Participation rate | 18.6% | 51.3%-32.8pp | 72.1%-53.6pp | 60.3%-41.8pp |
| Annual return | 20.62% | 16.34%+4.3pp | 24.33%-3.7pp | 29.43%-8.8pp |
| Employer contribution / active EE | $581 | $1,561-62.8% | $3,400-82.9% | $2,241-74.1% |
| Participant deferral / active EE | $865 | $2,541-66.0% | $4,692-81.6% | $3,767-77.1% |
| Admin fee / account holder | $1,853 | $3,149-41.2% | $11,386-83.7% | $2,969-37.6% |