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 | $29,768 | $105,181-71.7% | $159,436-81.3% | $85,850-65.3% |
| Participation rate | 35.1% | 75.8%-40.7pp | 82.8%-47.8pp | 69.3%-34.2pp |
| Annual return | 20.51% | 45.07%-24.6pp | 263.57%-243.1pp | 318.53%-298.0pp |
| Employer contribution / active EE | $1,149 | $3,318-65.4% | $4,829-76.2% | $2,565-55.2% |
| Participant deferral / active EE | $2,211 | $5,945-62.8% | $7,352-69.9% | $3,952-44.1% |
| Admin fee / account holder | $1,798 | $6,933-74.1% | $10,799-83.3% | $6,260-71.3% |