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 | $31,351 | $65,435-52.1% | $86,677-63.8% | $66,914-53.1% |
| Participation rate | 38.0% | 75.5%-37.5pp | 76.6%-38.6pp | 69.8%-31.8pp |
| Annual return | -17.13% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $594 | $2,153-72.4% | $2,836-79.1% | $2,544-76.7% |
| Participant deferral / active EE | $3,462 | $4,100-15.6% | $4,656-25.6% | $4,237-18.3% |
| Admin fee / account holder | $1,675 | $642+161.1% | $7,493-77.6% | $593+182.3% |