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 7-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.
Employer 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 | $129,488 | $179,726-28.0% | $156,263-17.1% | $142,382-9.1% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.9%-50.3pp | 80.1%-51.5pp |
| Annual return | 12.31% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $924 | $5,069-81.8% | $4,333-78.7% | $4,299-78.5% |
| Participant deferral / active EE | $8,848 | $6,956+27.2% | $6,158+43.7% | $6,507+36.0% |
| Admin fee / account holder | $1,217 | $17,272-93.0% | $14,255-91.5% | $12,624-90.4% |