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 | $63,279 | $183,963-65.6% | $162,163-61.0% | $152,861-58.6% |
| Participation rate | 43.8% | 88.5%-44.8pp | 87.6%-43.8pp | 82.4%-38.7pp |
| Annual return | 13.14% | 150.76%-137.6pp | 115.59%-102.4pp | 345.32%-332.2pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,152 | $8,034-85.7% | $7,298-84.2% | $5,850-80.3% |
| Admin fee / account holder | $3,381 | $13,121-74.2% | $10,843-68.8% | $11,596-70.8% |