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 8-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 | $18,047 | $63,355-71.5% | $91,989-80.4% | $72,985-75.3% |
| Participation rate | 63.3% | 72.5%-9.2pp | 78.6%-15.3pp | 69.5%-6.2pp |
| Annual return | 66.91% | 35.35%+31.6pp | 69.02%-2.1pp | 81.00%-14.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,985 | $4,883+63.5% | $5,923+34.8% | $3,607+121.3% |
| Admin fee / account holder | $2,391 | $4,668-48.8% | $7,743-69.1% | $5,124-53.3% |