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 7-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 | $26,650 | $82,664-67.8% | $125,339-78.7% | $68,494-61.1% |
| Participation rate | 22.0% | 75.0%-53.1pp | 82.4%-60.4pp | 67.9%-45.9pp |
| Annual return | -19.11% | -5.97%-13.1pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $827 | $3,381-75.5% | $4,814-82.8% | $2,596-68.1% |
| Participant deferral / active EE | $2,228 | $6,110-63.5% | $7,446-70.1% | $4,027-44.7% |
| Admin fee / account holder | $3,786 | $6,275-39.7% | $10,010-62.2% | $5,403-29.9% |