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 | $64,542 | $71,883-10.2% | $86,677-25.5% | $68,494-5.8% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -16.03% | 3.52%-19.6pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $346 | $2,173-84.1% | $2,836-87.8% | $2,596-86.7% |
| Participant deferral / active EE | $2,469 | $3,779-34.7% | $4,656-47.0% | $4,027-38.7% |
| Admin fee / account holder | $5,309 | $6,112-13.1% | $7,493-29.1% | $5,403-1.7% |