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 8-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 | $34,211 | $71,050-51.8% | $93,606-63.5% | $80,856-57.7% |
| Participation rate | 45.3% | 60.4%-15.1pp | 68.7%-23.4pp | 67.6%-22.3pp |
| Annual return | 29.74% | 11.26%+18.5pp | 133.20%-103.5pp | 35.59%-5.9pp |
| Employer contribution / active EE | $757 | $1,564-51.6% | $2,420-68.7% | $2,755-72.5% |
| Participant deferral / active EE | $1,165 | $4,034-71.1% | $4,411-73.6% | $4,296-72.9% |
| Admin fee / account holder | $4,174 | $6,945-39.9% | $8,285-49.6% | $6,918-39.7% |