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 | $48,287 | $64,839-25.5% | $95,585-49.5% | $84,808-43.1% |
| Participation rate | 13.3% | 63.8%-50.5pp | 72.1%-58.7pp | 68.3%-55.0pp |
| Annual return | 17.18% | -670.96%+688.1pp | 38.56%-21.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,511 | $2,965-49.0% | $4,023-62.4% | $4,212-64.1% |
| Admin fee / account holder | $1,782 | $5,964-70.1% | $6,127-70.9% | $7,344-75.7% |