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 | $111,910 | $65,041+72.1% | $90,951+23.0% | $79,858+40.1% |
| Participation rate | 43.9% | 61.6%-17.7pp | 69.0%-25.1pp | 69.6%-25.7pp |
| Annual return | 12.62% | 30.45%-17.8pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $359 | $1,247-71.2% | $2,122-83.1% | $2,471-85.5% |
| Participant deferral / active EE | $888 | $2,512-64.6% | $3,373-73.7% | $3,740-76.3% |
| Admin fee / account holder | $5,839 | $4,536+28.7% | $5,959-2.0% | $5,306+10.0% |