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 | $28,064 | $138,044-79.7% | $125,339-77.6% | $134,475-79.1% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -19.09% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,122 | $5,243-78.6% | $4,814-76.7% | $4,740-76.3% |
| Participant deferral / active EE | $2,515 | $7,799-67.8% | $7,446-66.2% | $6,400-60.7% |
| Admin fee / account holder | $646 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |