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 | $36,039 | $91,190-60.5% | $178,490-79.8% | $79,858-54.9% |
| Participation rate | 69.2% | 69.2%0pp | 81.9%-12.7pp | 69.6%-0.4pp |
| Annual return | 71.33% | 24.19%+47.1pp | 151.07%-79.7pp | 31.71%+39.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,536 | $3,236+194.7% | $5,202+83.3% | $3,740+155.0% |
| Admin fee / account holder | $3,767 | $6,751-44.2% | $13,984-73.1% | $5,306-29.0% |