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 | $29,343 | $89,355-67.2% | $141,162-79.2% | $72,985-59.8% |
| Participation rate | 52.5% | 75.1%-22.6pp | 82.5%-30.0pp | 69.5%-17.0pp |
| Annual return | 63.19% | 111.85%-48.7pp | 71.39%-8.2pp | 81.00%-17.8pp |
| Employer contribution / active EE | $1,329 | $3,114-57.3% | $4,735-71.9% | $2,440-45.5% |
| Participant deferral / active EE | $2,254 | $5,418-58.4% | $6,709-66.4% | $3,607-37.5% |
| Admin fee / account holder | $570 | $5,958-90.4% | $10,261-94.4% | $5,124-88.9% |