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 | $37,453 | $93,571-60.0% | $135,903-72.4% | $75,163-50.2% |
| Participation rate | 58.1% | 75.2%-17.0pp | 81.9%-23.8pp | 67.2%-9.1pp |
| Annual return | 19.07% | 30.90%-11.8pp | 68.23%-49.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,344 | $3,537-62.0% | $4,856-72.3% | $2,670-49.6% |
| Participant deferral / active EE | $2,336 | $6,404-63.5% | $7,758-69.9% | $4,125-43.4% |
| Admin fee / account holder | $2,294 | $6,975-67.1% | $10,762-78.7% | $5,651-59.4% |