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 | $61,569 | $87,733-29.8% | $106,548-42.2% | $85,850-28.3% |
| Participation rate | 40.0% | 71.9%-31.9pp | 76.1%-36.1pp | 69.3%-29.3pp |
| Annual return | 11.75% | 21.86%-10.1pp | 26.80%-15.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,101 | $2,073-46.9% | $2,819-60.9% | $2,565-57.1% |
| Participant deferral / active EE | $1,269 | $3,469-63.4% | $4,398-71.2% | $3,952-67.9% |
| Admin fee / account holder | $698 | $6,767-89.7% | $7,407-90.6% | $6,260-88.8% |