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 | $51,990 | $183,963-71.7% | $162,163-67.9% | $152,861-66.0% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 27.32% | 150.76%-123.4pp | 115.59%-88.3pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,865 | $6,371-55.0% | $5,614-49.0% | $4,762-39.8% |
| Participant deferral / active EE | $2,865 | $8,034-64.3% | $7,298-60.7% | $5,850-51.0% |
| Admin fee / account holder | $392 | $13,121-97.0% | $10,843-96.4% | $11,596-96.6% |