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.
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 | $41,600 | $81,460-48.9% | $103,333-59.7% | $80,856-48.6% |
| Participation rate | 37.3% | 66.8%-29.5pp | 74.5%-37.2pp | 67.6%-30.3pp |
| Annual return | 20.73% | 25.55%-4.8pp | 24.88%-4.2pp | 35.59%-14.9pp |
| Employer contribution / active EE | $589 | $3,105-81.0% | $3,868-84.8% | $2,755-78.6% |
| Participant deferral / active EE | $2,228 | $3,869-42.4% | $5,057-55.9% | $4,296-48.1% |
| Admin fee / account holder | $1,585 | $6,566-75.9% | $8,355-81.0% | $6,918-77.1% |