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 8-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 | $63,319 | $109,881-42.4% | $150,045-57.8% | $84,808-25.3% |
| Participation rate | 32.1% | 76.1%-44.0pp | 82.3%-50.3pp | 68.3%-36.3pp |
| Annual return | 17.94% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $961 | $3,561-73.0% | $4,693-79.5% | $2,631-63.5% |
| Participant deferral / active EE | $2,305 | $6,636-65.3% | $7,997-71.2% | $4,212-45.3% |
| Admin fee / account holder | $6,232 | $8,568-27.3% | $13,435-53.6% | $7,344-15.1% |