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 | $138,229 | $165,984-16.7% | $164,813-16.1% | $145,922-5.3% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 16.00% | 100.03%-84.0pp | 69.93%-53.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $984 | $5,273-81.3% | $4,341-77.3% | $4,660-78.9% |
| Participant deferral / active EE | $7,741 | $6,959+11.2% | $6,031+28.3% | $6,688+15.8% |
| Admin fee / account holder | $911 | $16,648-94.5% | $12,690-92.8% | $13,397-93.2% |