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.
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 | $70,434 | $85,022-17.2% | $70,515-0.1% | $139,434-49.5% |
| Participation rate | 37.5% | 73.9%-36.4pp | 68.3%-30.8pp | 80.3%-42.8pp |
| Annual return | 15.83% | 30.38%-14.6pp | 32.77%-16.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $220 | $3,909-94.4% | $2,973-92.6% | $4,751-95.4% |
| Participant deferral / active EE | $2,035 | $5,890-65.5% | $4,567-55.4% | $6,710-69.7% |
| Admin fee / account holder | $2,656 | $8,906-70.2% | $6,412-58.6% | $11,403-76.7% |