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 6-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 | $99,955 | $87,013+14.9% | $106,213-5.9% | $80,856+23.6% |
| Participation rate | 16.7% | 70.4%-53.8pp | 75.3%-58.6pp | 67.6%-51.0pp |
| Annual return | 15.12% | 17.05%-1.9pp | 116.14%-101.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $653 | $3,986-83.6% | $5,016-87.0% | $4,296-84.8% |
| Admin fee / account holder | $3,372 | $8,431-60.0% | $11,033-69.4% | $6,918-51.3% |