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 | $26,720 | $53,053-49.6% | $126,539-78.9% | $74,304-64.0% |
| Participation rate | 13.3% | 48.0%-34.7pp | 69.8%-56.5pp | 60.3%-47.0pp |
| Annual return | 16.70% | 29.46%-12.8pp | 425.95%-409.3pp | 29.43%-12.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $596 | $2,303-74.1% | $4,083-85.4% | $3,767-84.2% |
| Admin fee / account holder | $457 | $3,698-87.6% | $6,065-92.5% | $2,969-84.6% |