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 9-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 | $85,896 | $109,881-21.8% | $150,045-42.8% | $84,808+1.3% |
| Participation rate | 22.2% | 76.1%-53.9pp | 82.3%-60.1pp | 68.3%-46.1pp |
| Annual return | 21.56% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $804 | $3,561-77.4% | $4,693-82.9% | $2,631-69.4% |
| Participant deferral / active EE | $2,502 | $6,636-62.3% | $7,997-68.7% | $4,212-40.6% |
| Admin fee / account holder | $14,143 | $8,568+65.1% | $13,435+5.3% | $7,344+92.6% |