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 | $40,217 | $48,046-16.3% | $84,611-52.5% | $72,985-44.9% |
| Participation rate | 25.0% | 57.6%-32.6pp | 68.2%-43.2pp | 69.5%-44.5pp |
| Annual return | 20.27% | 37.38%-17.1pp | 258.74%-238.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $142 | $1,602-91.1% | $2,652-94.6% | $2,440-94.2% |
| Participant deferral / active EE | $997 | $2,680-62.8% | $3,899-74.4% | $3,607-72.4% |
| Admin fee / account holder | $1,010 | $3,395-70.2% | $4,912-79.4% | $5,124-80.3% |