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 | $42,761 | $72,404-40.9% | $110,238-61.2% | $64,186-33.4% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | -5.96% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $398 | $2,282-82.6% | $3,826-89.6% | $2,381-83.3% |
| Participant deferral / active EE | $1,751 | $3,469-49.5% | $4,672-62.5% | $3,470-49.5% |
| Admin fee / account holder | $3,792 | $5,664-33.0% | $8,547-55.6% | $4,888-22.4% |