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 | $44,860 | $81,460-44.9% | $103,333-56.6% | $80,856-44.5% |
| Participation rate | 12.5% | 66.8%-54.3pp | 74.5%-62.0pp | 67.6%-55.1pp |
| Annual return | 19.50% | 25.55%-6.0pp | 24.88%-5.4pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,112 | $3,105-64.2% | $3,868-71.2% | $2,755-59.6% |
| Participant deferral / active EE | $908 | $3,869-76.5% | $5,057-82.0% | $4,296-78.9% |
| Admin fee / account holder | $448 | $6,566-93.2% | $8,355-94.6% | $6,918-93.5% |