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 5-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 | $24,008 | $80,717-70.3% | $154,803-84.5% | $84,808-71.7% |
| Participation rate | 21.3% | 66.8%-45.6pp | 78.1%-56.8pp | 68.3%-47.1pp |
| Annual return | 15.53% | 37.96%-22.4pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $600 | $2,761-78.3% | $4,305-86.1% | $2,631-77.2% |
| Participant deferral / active EE | $662 | $3,303-79.9% | $5,540-88.0% | $4,212-84.3% |
| Admin fee / account holder | $3,973 | $6,746-41.1% | $14,329-72.3% | $7,344-45.9% |