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 6-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 | $55,605 | $114,381-51.4% | $107,525-48.3% | $142,382-60.9% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.1%-45.7pp | 80.1%-50.7pp |
| Annual return | 13.54% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $874 | $4,015-78.2% | $3,754-76.7% | $4,299-79.7% |
| Participant deferral / active EE | $1,470 | $5,564-73.6% | $5,116-71.3% | $6,507-77.4% |
| Admin fee / account holder | $983 | $9,860-90.0% | $8,919-89.0% | $12,624-92.2% |