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 | $26,208 | $77,813-66.3% | $123,544-78.8% | $64,186-59.2% |
| Participation rate | 30.8% | 74.7%-43.9pp | 82.3%-51.5pp | 69.6%-38.8pp |
| Annual return | 7.07% | 12.48%-5.4pp | 119.20%-112.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $608 | $3,014-79.8% | $4,628-86.9% | $2,381-74.5% |
| Participant deferral / active EE | $2,163 | $5,240-58.7% | $6,426-66.3% | $3,470-37.7% |
| Admin fee / account holder | $4,750 | $5,519-13.9% | $9,284-48.8% | $4,888-2.8% |