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 | $56,233 | $185,822-69.7% | $169,993-66.9% | $139,434-59.7% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 19.05% | 60.50%-41.5pp | 53.37%-34.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,490 | $7,590-80.4% | $6,785-78.0% | $4,751-68.6% |
| Participant deferral / active EE | $2,856 | $11,622-75.4% | $10,408-72.6% | $6,710-57.4% |
| Admin fee / account holder | $1,610 | $15,381-89.5% | $12,815-87.4% | $11,403-85.9% |