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 | $97,478 | $116,175-16.1% | $93,606+4.1% | $152,861-36.2% |
| Participation rate | 53.3% | 78.0%-24.7pp | 75.8%-22.5pp | 82.4%-29.1pp |
| Annual return | 15.46% | 35.96%-20.5pp | 32.76%-17.3pp | 345.32%-329.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,252 | $4,603-72.8% | $4,069-69.2% | $5,850-78.6% |
| Admin fee / account holder | $3,496 | $10,748-67.5% | $7,888-55.7% | $11,596-69.9% |