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 7-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 | $11,044 | $73,867-85.0% | $143,757-92.3% | $68,494-83.9% |
| Participation rate | 30.6% | 66.7%-36.1pp | 80.3%-49.8pp | 67.9%-37.3pp |
| Annual return | -17.00% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $426 | $3,184-86.6% | $4,951-91.4% | $2,596-83.6% |
| Participant deferral / active EE | $902 | $3,384-73.3% | $5,637-84.0% | $4,027-77.6% |
| Admin fee / account holder | $2,735 | $5,755-52.5% | $14,673-81.4% | $5,403-49.4% |