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 | $42,853 | $93,571-54.2% | $135,903-68.5% | $75,163-43.0% |
| Participation rate | 24.5% | 75.2%-50.7pp | 81.9%-57.4pp | 67.2%-42.7pp |
| Annual return | 18.56% | 30.90%-12.3pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $958 | $3,537-72.9% | $4,856-80.3% | $2,670-64.1% |
| Participant deferral / active EE | $2,202 | $6,404-65.6% | $7,758-71.6% | $4,125-46.6% |
| Admin fee / account holder | $11,469 | $6,975+64.4% | $10,762+6.6% | $5,651+103.0% |