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 | $26,447 | $49,915-47.0% | $154,803-82.9% | $74,304-64.4% |
| Participation rate | 20.5% | 54.0%-33.5pp | 78.1%-57.6pp | 60.3%-39.9pp |
| Annual return | 14.67% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $345 | $1,611-78.6% | $4,305-92.0% | $2,241-84.6% |
| Participant deferral / active EE | $287 | $2,255-87.3% | $5,540-94.8% | $3,767-92.4% |
| Admin fee / account holder | $399 | $2,189-81.8% | $14,329-97.2% | $2,969-86.5% |