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 | $48,453 | $157,256-69.2% | $141,162-65.7% | $152,861-68.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 25.34% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,175 | $5,261-77.7% | $4,735-75.2% | $4,762-75.3% |
| Participant deferral / active EE | $1,537 | $7,109-78.4% | $6,709-77.1% | $5,850-73.7% |
| Admin fee / account holder | $6,059 | $12,120-50.0% | $10,261-41.0% | $11,596-47.8% |