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 10-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 | $34,787 | $112,096-69.0% | $95,952-63.7% | $158,922-78.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 6.86% | 171.09%-164.2pp | 91.61%-84.8pp | 302.83%-296.0pp |
| Employer contribution / active EE | $544 | $3,198-83.0% | $2,541-78.6% | $4,761-88.6% |
| Participant deferral / active EE | $2,271 | $4,784-52.5% | $4,167-45.5% | $5,982-62.0% |
| Admin fee / account holder | $5,565 | $10,130-45.1% | $6,795-18.1% | $11,246-50.5% |