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 9-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 | $48,407 | $54,705-11.5% | $71,209-32.0% | $84,808-42.9% |
| Participation rate | 15.4% | 64.1%-48.7pp | 73.8%-58.4pp | 68.3%-52.9pp |
| Annual return | 14.76% | 35.90%-21.1pp | 282.51%-267.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $337 | $3,030-88.9% | $4,175-91.9% | $4,212-92.0% |
| Admin fee / account holder | $2,396 | $4,863-50.7% | $5,349-55.2% | $7,344-67.4% |