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 | $25,980 | $112,096-76.8% | $95,952-72.9% | $158,922-83.7% |
| Participation rate | 37.5% | 79.0%-41.5pp | 77.1%-39.6pp | 82.0%-44.5pp |
| Annual return | 23.56% | 171.09%-147.5pp | 91.61%-68.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,413 | $4,784-70.5% | $4,167-66.1% | $5,982-76.4% |
| Admin fee / account holder | $1,525 | $10,130-84.9% | $6,795-77.6% | $11,246-86.4% |