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 | $18,642 | $159,901-88.3% | $146,958-87.3% | $145,922-87.2% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 23.93% | 98.13%-74.2pp | 418.34%-394.4pp | 561.29%-537.4pp |
| Employer contribution / active EE | $1,375 | $5,286-74.0% | $4,933-72.1% | $4,660-70.5% |
| Participant deferral / active EE | $2,502 | $8,428-70.3% | $8,070-69.0% | $6,688-62.6% |
| Admin fee / account holder | $618 | $15,044-95.9% | $12,998-95.2% | $13,397-95.4% |