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 | $19,361 | $83,902-76.9% | $167,512-88.4% | $84,808-77.2% |
| Participation rate | 25.8% | 66.5%-40.7pp | 77.1%-51.3pp | 68.3%-42.5pp |
| Annual return | 16.07% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $117 | $2,264-94.8% | $3,882-97.0% | $2,631-95.5% |
| Participant deferral / active EE | $1,543 | $4,442-65.3% | $6,405-75.9% | $4,212-63.4% |
| Admin fee / account holder | $711 | $7,915-91.0% | $9,769-92.7% | $7,344-90.3% |