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 | $19,599 | $102,605-80.9% | $145,661-86.5% | $84,808-76.9% |
| Participation rate | 35.7% | 74.3%-38.6pp | 77.2%-41.5pp | 68.3%-32.6pp |
| Annual return | 18.51% | 26.50%-8.0pp | 101.46%-82.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $720 | $5,750-87.5% | $7,198-90.0% | $4,212-82.9% |
| Admin fee / account holder | $1,212 | $8,758-86.2% | $12,466-90.3% | $7,344-83.5% |