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 | $11,602 | $60,022-80.7% | $88,946-87.0% | $84,808-86.3% |
| Participation rate | 51.4% | 57.8%-6.4pp | 68.8%-17.4pp | 68.3%-16.9pp |
| Annual return | 40.51% | 22.43%+18.1pp | 57.82%-17.3pp | 40.90%-0.4pp |
| Employer contribution / active EE | $342 | $1,703-79.9% | $2,555-86.6% | $2,631-87.0% |
| Participant deferral / active EE | $541 | $3,114-82.6% | $4,581-88.2% | $4,212-87.1% |
| Admin fee / account holder | $653 | $4,811-86.4% | $8,261-92.1% | $7,344-91.1% |