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 | $68,389 | $80,968-15.5% | $96,544-29.2% | $75,163-9.0% |
| Participation rate | 23.6% | 71.8%-48.1pp | 76.0%-52.3pp | 67.2%-43.6pp |
| Annual return | 30.36% | 27.06%+3.3pp | 25.84%+4.5pp | 160.62%-130.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $953 | $3,928-75.8% | $4,851-80.4% | $4,125-76.9% |
| Admin fee / account holder | $8,950 | $6,724+33.1% | $8,252+8.4% | $5,651+58.4% |