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 | $167,766 | $81,208+106.6% | $98,907+69.6% | $79,858+110.1% |
| Participation rate | 19.2% | 72.5%-53.3pp | 76.0%-56.8pp | 69.6%-50.4pp |
| Annual return | 17.42% | 60.99%-43.6pp | 196.43%-179.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $624 | $1,960-68.2% | $2,689-76.8% | $2,471-74.8% |
| Participant deferral / active EE | $624 | $3,265-80.9% | $4,244-85.3% | $3,740-83.3% |
| Admin fee / account holder | $4,422 | $6,013-26.5% | $6,642-33.4% | $5,306-16.7% |