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 | $50,637 | $86,699-41.6% | $73,307-30.9% | $125,391-59.6% |
| Participation rate | 37.5% | 78.6%-41.1pp | 74.9%-37.4pp | 83.2%-45.7pp |
| Annual return | -0.21% | 2.78%-3.0pp | 5.67%-5.9pp | 282.22%-282.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,979 | $5,550-64.3% | $4,991-60.4% | $5,352-63.0% |
| Admin fee / account holder | $3,219 | $7,771-58.6% | $5,637-42.9% | $9,540-66.3% |