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 9-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 | $52,072 | $106,515-51.1% | $96,683-46.1% | $139,434-62.7% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 16.06% | 38.43%-22.4pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $758 | $4,103-81.5% | $3,737-79.7% | $4,751-84.0% |
| Participant deferral / active EE | $3,466 | $5,454-36.5% | $4,878-29.0% | $6,710-48.4% |
| Admin fee / account holder | $4,143 | $7,877-47.4% | $6,730-38.4% | $11,403-63.7% |