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 | $21,253 | $79,449-73.2% | $189,557-88.8% | $85,850-75.2% |
| Participation rate | 27.5% | 66.0%-38.5pp | 78.4%-50.9pp | 69.3%-41.8pp |
| Annual return | 16.88% | 18.45%-1.6pp | 64.17%-47.3pp | 318.53%-301.7pp |
| Employer contribution / active EE | $891 | $2,081-57.2% | $4,412-79.8% | $2,565-65.3% |
| Participant deferral / active EE | $740 | $4,051-81.7% | $6,174-88.0% | $3,952-81.3% |
| Admin fee / account holder | $6,282 | $5,377+16.8% | $9,807-35.9% | $6,260+0.4% |