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 7-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 | $13,674 | $46,553-70.6% | $64,056-78.7% | $75,163-81.8% |
| Participation rate | 22.7% | 65.9%-43.2pp | 72.3%-49.6pp | 67.2%-44.5pp |
| Annual return | 35.66% | 26.03%+9.6pp | 33.69%+2.0pp | 160.62%-125.0pp |
| Employer contribution / active EE | $102 | $1,974-94.8% | $2,747-96.3% | $2,670-96.2% |
| Participant deferral / active EE | $1,658 | $2,837-41.5% | $3,880-57.3% | $4,125-59.8% |
| Admin fee / account holder | $4,931 | $2,952+67.1% | $3,068+60.7% | $5,651-12.7% |