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 | $41,495 | $58,208-28.7% | $81,812-49.3% | $80,856-48.7% |
| Participation rate | 14.3% | 63.4%-49.1pp | 72.3%-58.1pp | 67.6%-53.4pp |
| Annual return | 17.27% | 41.66%-24.4pp | 773.79%-756.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $126 | $2,340-94.6% | $2,912-95.7% | $2,755-95.4% |
| Participant deferral / active EE | $814 | $3,281-75.2% | $4,319-81.2% | $4,296-81.1% |
| Admin fee / account holder | $995 | $4,981-80.0% | $7,386-86.5% | $6,918-85.6% |