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 8-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.
Participant 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 | $34,185 | $66,813-48.8% | $100,516-66.0% | $73,488-53.5% |
| Participation rate | 30.5% | 77.5%-46.9pp | 79.4%-48.9pp | 70.7%-40.1pp |
| Annual return | 496.06% | 25.70%+470.4pp | 30.89%+465.2pp | 28.51%+467.6pp |
| Employer contribution / active EE | $672 | $2,147-68.7% | $3,418-80.3% | $2,270-70.4% |
| Participant deferral / active EE | $1,428 | $5,883-75.7% | $6,270-77.2% | $3,740-61.8% |
| Admin fee / account holder | $664 | $512+29.7% | $8,081-91.8% | $513+29.4% |