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 4-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 | $38,579 | $20,316+89.9% | $66,042-41.6% | $74,304-48.1% |
| Participation rate | 23.3% | 62.8%-39.4pp | 67.5%-44.2pp | 60.3%-37.0pp |
| Annual return | 15.76% | 28.10%-12.3pp | 52.11%-36.4pp | 29.43%-13.7pp |
| Employer contribution / active EE | $297 | $745-60.1% | $1,579-81.2% | $2,241-86.7% |
| Participant deferral / active EE | $482 | $1,615-70.2% | $2,835-83.0% | $3,767-87.2% |
| Admin fee / account holder | $1,811 | $1,668+8.5% | $5,747-68.5% | $2,969-39.0% |