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 | $209,599 | $73,867+183.8% | $143,757+45.8% | $68,494+206.0% |
| Participation rate | 7.6% | 66.7%-59.1pp | 80.3%-72.7pp | 67.9%-60.3pp |
| Annual return | -5.20% | 1.01%-6.2pp | -0.04%-5.2pp | -7.84%+2.6pp |
| Employer contribution / active EE | $504 | $3,184-84.2% | $4,951-89.8% | $2,596-80.6% |
| Participant deferral / active EE | $652 | $3,384-80.7% | $5,637-88.4% | $4,027-83.8% |
| Admin fee / account holder | $5,107 | $5,755-11.3% | $14,673-65.2% | $5,403-5.5% |