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 | $45,843 | $89,753-48.9% | $107,525-57.4% | $84,808-45.9% |
| Participation rate | 61.0% | 68.1%-7.1pp | 75.1%-14.1pp | 68.3%-7.3pp |
| Annual return | 17.57% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $7,168 | $3,113+130.2% | $3,754+91.0% | $2,631+172.4% |
| Participant deferral / active EE | $792 | $4,056-80.5% | $5,116-84.5% | $4,212-81.2% |
| Admin fee / account holder | $11,511 | $7,222+59.4% | $8,919+29.1% | $7,344+56.7% |