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 | $112,882 | $211,958-46.7% | $169,463-33.4% | $135,375-16.6% |
| Participation rate | 53.8% | 82.6%-28.8pp | 77.8%-23.9pp | 82.6%-28.8pp |
| Annual return | -1.63% | 3.26%-4.9pp | 1.83%-3.5pp | 519.73%-521.4pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,108 | $6,075-48.8% | $5,277-41.1% | $5,609-44.6% |
| Admin fee / account holder | $1,591 | $11,471-86.1% | $9,109-82.5% | $10,827-85.3% |