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 | $18,902 | $80,717-76.6% | $154,803-87.8% | $84,808-77.7% |
| Participation rate | 27.6% | 66.8%-39.2pp | 78.1%-50.5pp | 68.3%-40.7pp |
| Annual return | 14.83% | 37.96%-23.1pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $390 | $2,761-85.9% | $4,305-90.9% | $2,631-85.2% |
| Participant deferral / active EE | $214 | $3,303-93.5% | $5,540-96.1% | $4,212-94.9% |
| Admin fee / account holder | $363 | $6,746-94.6% | $14,329-97.5% | $7,344-95.1% |