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 | $45,085 | $82,664-45.5% | $125,339-64.0% | $68,494-34.2% |
| Participation rate | 57.7% | 75.0%-17.4pp | 82.4%-24.7pp | 67.9%-10.2pp |
| Annual return | -15.54% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,327 | $3,381-60.7% | $4,814-72.4% | $2,596-48.9% |
| Participant deferral / active EE | $2,181 | $6,110-64.3% | $7,446-70.7% | $4,027-45.8% |
| Admin fee / account holder | $333 | $6,275-94.7% | $10,010-96.7% | $5,403-93.8% |