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 | $32,766 | $37,426-12.5% | $77,482-57.7% | $79,858-59.0% |
| Participation rate | 53.1% | 41.5%+11.6pp | 54.2%-1.1pp | 69.6%-16.6pp |
| Annual return | 18.49% | 39.70%-21.2pp | 54.79%-36.3pp | 31.71%-13.2pp |
| Employer contribution / active EE | $366 | $637-42.5% | $986-62.9% | $2,471-85.2% |
| Participant deferral / active EE | $114 | $1,260-90.9% | $1,861-93.9% | $3,740-96.9% |
| Admin fee / account holder | $428 | $2,504-82.9% | $2,858-85.0% | $5,306-91.9% |