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 | $59,740 | $70,428-15.2% | $96,562-38.1% | $85,850-30.4% |
| Participation rate | 32.7% | 61.8%-29.1pp | 69.8%-37.1pp | 69.3%-36.6pp |
| Annual return | 15.37% | 18.59%-3.2pp | 37.78%-22.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $612 | $1,413-56.7% | $2,356-74.0% | $2,565-76.2% |
| Participant deferral / active EE | $995 | $2,894-65.6% | $3,849-74.1% | $3,952-74.8% |
| Admin fee / account holder | $2,828 | $4,997-43.4% | $6,181-54.2% | $6,260-54.8% |