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 9-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 | $24,107 | $102,828-76.6% | $105,387-77.1% | $152,861-84.2% |
| Participation rate | 47.4% | 83.8%-36.4pp | 82.6%-35.2pp | 82.4%-35.1pp |
| Annual return | 27.18% | 20.85%+6.3pp | 26.82%+0.4pp | 345.32%-318.1pp |
| Employer contribution / active EE | $695 | $4,473-84.5% | $4,213-83.5% | $4,762-85.4% |
| Participant deferral / active EE | $3,172 | $5,465-42.0% | $5,502-42.4% | $5,850-45.8% |
| Admin fee / account holder | $320 | $8,683-96.3% | $6,559-95.1% | $11,596-97.2% |