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 | $23,861 | $45,031-47.0% | $84,966-71.9% | $77,643-69.3% |
| Participation rate | 4.9% | 48.7%-43.8pp | 67.5%-62.6pp | 70.6%-65.7pp |
| Annual return | 17.22% | 79.22%-62.0pp | 66.38%-49.2pp | 31.24%-14.0pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $172 | $2,807-93.9% | $4,519-96.2% | $4,647-96.3% |
| Admin fee / account holder | $3,893 | $912+326.9% | $6,149-36.7% | $430+804.4% |