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 | $27,147 | $89,355-69.6% | $141,162-80.8% | $72,985-62.8% |
| Participation rate | 27.6% | 75.1%-47.5pp | 82.5%-54.9pp | 69.5%-41.9pp |
| Annual return | 27.00% | 111.85%-84.8pp | 71.39%-44.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $925 | $3,114-70.3% | $4,735-80.5% | $2,440-62.1% |
| Participant deferral / active EE | $2,070 | $5,418-61.8% | $6,709-69.1% | $3,607-42.6% |
| Admin fee / account holder | $1,829 | $5,958-69.3% | $10,261-82.2% | $5,124-64.3% |