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 | $23,699 | $68,346-65.3% | $94,646-75.0% | $75,163-68.5% |
| Participation rate | 59.5% | 76.1%-16.6pp | 80.8%-21.4pp | 67.2%-7.7pp |
| Annual return | 16.14% | 616.93%-600.8pp | 156.71%-140.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,752 | $6,537-42.6% | $7,418-49.4% | $4,125-9.0% |
| Admin fee / account holder | $641 | $5,326-88.0% | $7,231-91.1% | $5,651-88.7% |