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 10-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 | $43,602 | $82,664-47.3% | $125,339-65.2% | $68,494-36.3% |
| Participation rate | 34.0% | 75.0%-41.0pp | 82.4%-48.3pp | 67.9%-33.8pp |
| Annual return | -4.94% | -5.97%+1.0pp | 572.05%-577.0pp | -7.84%+2.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,029 | $6,110-83.2% | $7,446-86.2% | $4,027-74.5% |
| Admin fee / account holder | $330 | $6,275-94.7% | $10,010-96.7% | $5,403-93.9% |