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 4-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 | $7,821 | $80,717-90.3% | $154,803-94.9% | $84,808-90.8% |
| Participation rate | 40.6% | 66.8%-26.2pp | 78.1%-37.4pp | 68.3%-27.7pp |
| Annual return | 19.14% | 37.96%-18.8pp | 58.88%-39.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $176 | $2,761-93.6% | $4,305-95.9% | $2,631-93.3% |
| Participant deferral / active EE | $969 | $3,303-70.7% | $5,540-82.5% | $4,212-77.0% |
| Admin fee / account holder | $437 | $6,746-93.5% | $14,329-96.9% | $7,344-94.0% |