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 6-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 | $101,026 | $154,117-34.4% | $129,995-22.3% | $139,434-27.5% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 25.93% | 32.48%-6.5pp | -137.18%+163.1pp | 372.94%-347.0pp |
| Employer contribution / active EE | $875 | $5,289-83.5% | $4,320-79.7% | $4,751-81.6% |
| Participant deferral / active EE | $5,625 | $6,710-16.2% | $5,820-3.4% | $6,710-16.2% |
| Admin fee / account holder | $735 | $14,007-94.8% | $10,614-93.1% | $11,403-93.6% |