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 | $29,537 | $35,183-16.0% | $73,545-59.8% | $70,131-57.9% |
| Participation rate | 8.3% | 42.9%-34.6pp | 54.9%-46.6pp | 69.5%-61.2pp |
| Annual return | 22.21% | 26.90%-4.7pp | -15.16%+37.4pp | 73.14%-50.9pp |
| Employer contribution / active EE | $101 | $709-85.8% | $1,219-91.7% | $2,342-95.7% |
| Participant deferral / active EE | $279 | $1,220-77.2% | $1,806-84.6% | $3,332-91.6% |
| Admin fee / account holder | $2,205 | $2,302-4.2% | $2,320-4.9% | $4,645-52.5% |