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 | $93,317 | $108,919-14.3% | $100,391-7.0% | $145,922-36.0% |
| Participation rate | 64.3% | 82.9%-18.6pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 17.95% | 57.88%-39.9pp | 49.20%-31.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $13,096 | $8,445+55.1% | $8,082+62.0% | $6,688+95.8% |
| Admin fee / account holder | $2,061 | $9,689-78.7% | $7,899-73.9% | $13,397-84.6% |