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 6-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 | $103,864 | $59,805+73.7% | $79,550+30.6% | $68,494+51.6% |
| Participation rate | 28.7% | 61.1%-32.3pp | 69.5%-40.7pp | 67.9%-39.1pp |
| Annual return | -13.53% | -12.30%-1.2pp | 0.16%-13.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $347 | $1,505-77.0% | $2,413-85.6% | $2,596-86.6% |
| Participant deferral / active EE | $704 | $3,024-76.7% | $3,985-82.3% | $4,027-82.5% |
| Admin fee / account holder | $7,538 | $4,835+55.9% | $6,832+10.3% | $5,403+39.5% |