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 | $38,325 | $73,004-47.5% | $90,749-57.8% | $68,494-44.0% |
| Participation rate | 28.0% | 70.8%-42.8pp | 75.7%-47.7pp | 67.9%-39.9pp |
| Annual return | -16.19% | -13.81%-2.4pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $540 | $3,627-85.1% | $4,564-88.2% | $4,027-86.6% |
| Admin fee / account holder | $5,446 | $5,896-7.6% | $8,445-35.5% | $5,403+0.8% |