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 7-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 | $103,942 | $83,477+24.5% | $125,175-17.0% | $72,985+42.4% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.4pp | 69.5%-6.2pp |
| Annual return | 19.41% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $729 | $2,345-68.9% | $3,865-81.1% | $2,440-70.1% |
| Participant deferral / active EE | $1,102 | $3,585-69.3% | $4,937-77.7% | $3,607-69.5% |
| Admin fee / account holder | $1,216 | $5,517-78.0% | $9,702-87.5% | $5,124-76.3% |