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 | $89,679 | $112,096-20.0% | $95,952-6.5% | $158,922-43.6% |
| Participation rate | 38.9% | 79.0%-40.1pp | 77.1%-38.2pp | 82.0%-43.1pp |
| Annual return | 12.86% | 171.09%-158.2pp | 91.61%-78.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,228 | $4,784-53.4% | $4,167-46.5% | $5,982-62.8% |
| Admin fee / account holder | $5,543 | $10,130-45.3% | $6,795-18.4% | $11,246-50.7% |