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 | $36,170 | $95,803-62.2% | $113,168-68.0% | $84,808-57.4% |
| Participation rate | 38.6% | 72.9%-34.2pp | 76.6%-37.9pp | 68.3%-29.7pp |
| Annual return | 17.03% | 25.00%-8.0pp | 24.27%-7.2pp | 40.90%-23.9pp |
| Employer contribution / active EE | $912 | $2,360-61.4% | $2,975-69.3% | $2,631-65.3% |
| Participant deferral / active EE | $1,601 | $4,242-62.3% | $5,107-68.6% | $4,212-62.0% |
| Admin fee / account holder | $2,997 | $8,989-66.7% | $12,068-75.2% | $7,344-59.2% |