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 5-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 | $29,658 | $56,053-47.1% | $75,972-61.0% | $80,856-63.3% |
| Participation rate | 17.3% | 62.0%-44.7pp | 69.1%-51.7pp | 67.6%-50.3pp |
| Annual return | 12.30% | 20.53%-8.2pp | 359.55%-347.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $555 | $1,874-70.4% | $2,685-79.3% | $2,755-79.9% |
| Participant deferral / active EE | $905 | $3,052-70.3% | $4,255-78.7% | $4,296-78.9% |
| Admin fee / account holder | $8,691 | $5,234+66.1% | $6,467+34.4% | $6,918+25.6% |