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 | $112,221 | $109,881+2.1% | $150,045-25.2% | $84,808+32.3% |
| Participation rate | 39.5% | 76.1%-36.6pp | 82.3%-42.8pp | 68.3%-28.8pp |
| Annual return | 15.41% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,281 | $3,561-64.0% | $4,693-72.7% | $2,631-51.3% |
| Participant deferral / active EE | $2,345 | $6,636-64.7% | $7,997-70.7% | $4,212-44.3% |
| Admin fee / account holder | $2,294 | $8,568-73.2% | $13,435-82.9% | $7,344-68.8% |