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 | $41,145 | $165,335-75.1% | $149,696-72.5% | $158,922-74.1% |
| Participation rate | 45.0% | 84.6%-39.6pp | 82.5%-37.5pp | 82.0%-37.0pp |
| Annual return | 21.42% | 348.15%-326.7pp | 276.60%-255.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,466 | $5,103-71.3% | $4,644-68.4% | $4,761-69.2% |
| Participant deferral / active EE | $1,772 | $7,181-75.3% | $6,842-74.1% | $5,982-70.4% |
| Admin fee / account holder | $1,037 | $10,807-90.4% | $9,309-88.9% | $11,246-90.8% |