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 5-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 | $27,954 | $30,588-8.6% | $53,898-48.1% | $85,563-67.3% |
| Participation rate | 8.2% | 26.3%-18.1pp | 55.0%-46.7pp | 66.0%-57.8pp |
| Annual return | 20.12% | 50.42%-30.3pp | 528.60%-508.5pp | 31.51%-11.4pp |
| Employer contribution / active EE | $97 | $436-77.8% | $932-89.6% | $2,654-96.4% |
| Participant deferral / active EE | $164 | $848-80.6% | $1,826-91.0% | $4,375-96.2% |
| Admin fee / account holder | $1,374 | $1,879-26.9% | $2,491-44.8% | $834+64.8% |