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 | $79,016 | $114,237-30.8% | $119,258-33.7% | $167,490-52.8% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.7%-39.9pp | 82.1%-39.2pp |
| Annual return | 10.40% | 29.87%-19.5pp | 30.69%-20.3pp | 478.56%-468.2pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,987 | $6,084-67.3% | $6,111-67.5% | $6,341-68.7% |
| Admin fee / account holder | $3,658 | $8,932-59.1% | $7,226-49.4% | $12,309-70.3% |