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 | $35,177 | $92,222-61.9% | $76,768-54.2% | $135,375-74.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -5.53% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $284 | $3,216-91.2% | $2,485-88.6% | $4,779-94.1% |
| Participant deferral / active EE | $1,392 | $4,509-69.1% | $3,852-63.9% | $5,609-75.2% |
| Admin fee / account holder | $1,540 | $10,748-85.7% | $6,675-76.9% | $10,827-85.8% |