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 8-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 | $49,388 | $87,870-43.8% | $113,168-56.4% | $74,304-33.5% |
| Participation rate | 22.1% | 70.7%-48.6pp | 76.6%-54.4pp | 60.3%-38.2pp |
| Annual return | 16.65% | 26.44%-9.8pp | 24.27%-7.6pp | 29.43%-12.8pp |
| Employer contribution / active EE | $751 | $2,277-67.0% | $2,975-74.8% | $2,241-66.5% |
| Participant deferral / active EE | $1,931 | $4,241-54.5% | $5,107-62.2% | $3,767-48.7% |
| Admin fee / account holder | $2,572 | $3,368-23.6% | $12,068-78.7% | $2,969-13.4% |