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 | $91,219 | $67,331+35.5% | $60,874+49.8% | $134,475-32.2% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.1%-60.6pp | 81.2%-68.7pp |
| Annual return | -19.94% | 49.93%-69.9pp | 16.90%-36.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $288 | $3,096-90.7% | $2,701-89.4% | $4,740-93.9% |
| Participant deferral / active EE | $3,375 | $4,538-25.6% | $3,817-11.6% | $6,400-47.3% |
| Admin fee / account holder | $821 | $4,582-82.1% | $3,224-74.5% | $11,426-92.8% |