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 | $47,867 | $68,719-30.3% | $91,541-47.7% | $84,808-43.6% |
| Participation rate | 18.5% | 64.5%-46.0pp | 69.8%-51.3pp | 68.3%-49.8pp |
| Annual return | 19.02% | 19.12%-0.1pp | 20.50%-1.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $472 | $1,920-75.4% | $2,505-81.1% | $2,631-82.0% |
| Participant deferral / active EE | $700 | $3,136-77.7% | $4,008-82.5% | $4,212-83.4% |
| Admin fee / account holder | $5,817 | $5,786+0.5% | $6,956-16.4% | $7,344-20.8% |