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 | $43,335 | $81,248-46.7% | $155,509-72.1% | $80,856-46.4% |
| Participation rate | 30.6% | 66.2%-35.6pp | 78.2%-47.6pp | 67.6%-37.0pp |
| Annual return | 20.00% | 33.31%-13.3pp | 64.67%-44.7pp | 35.59%-15.6pp |
| Employer contribution / active EE | $623 | $3,100-79.9% | $4,672-86.7% | $2,755-77.4% |
| Participant deferral / active EE | $750 | $3,452-78.3% | $5,626-86.7% | $4,296-82.5% |
| Admin fee / account holder | $645 | $7,997-91.9% | $15,912-95.9% | $6,918-90.7% |