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 | $54,332 | $109,413-50.3% | $156,263-65.2% | $84,808-35.9% |
| Participation rate | 30.6% | 72.7%-42.1pp | 78.9%-48.3pp | 68.3%-37.7pp |
| Annual return | 17.39% | 20.18%-2.8pp | 59.47%-42.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,016 | $2,907-65.1% | $4,333-76.6% | $2,631-61.4% |
| Participant deferral / active EE | $1,720 | $4,590-62.5% | $6,158-72.1% | $4,212-59.1% |
| Admin fee / account holder | $1,592 | $9,357-83.0% | $14,255-88.8% | $7,344-78.3% |