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 | $80,507 | $57,354+40.4% | $83,848-4.0% | $64,186+25.4% |
| Participation rate | 35.9% | 68.6%-32.7pp | 76.1%-40.2pp | 69.6%-33.6pp |
| Annual return | -4.44% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,467 | $2,545-3.1% | $3,631-32.1% | $2,381+3.6% |
| Participant deferral / active EE | $656 | $2,993-78.1% | $4,082-83.9% | $3,470-81.1% |
| Admin fee / account holder | $4,957 | $4,046+22.5% | $5,478-9.5% | $4,888+1.4% |