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 | $16,912 | $58,264-71.0% | $86,612-80.5% | $71,457-76.3% |
| Participation rate | 50.0% | 65.0%-15.0pp | 71.7%-21.7pp | 67.9%-17.9pp |
| Annual return | 24.50% | 21.63%+2.9pp | 591.07%-566.6pp | 28.85%-4.3pp |
| Employer contribution / active EE | $306 | $2,574-88.1% | $3,022-89.9% | $2,588-88.2% |
| Participant deferral / active EE | $4,049 | $3,436+17.9% | $4,438-8.7% | $4,289-5.6% |
| Admin fee / account holder | $865 | $1,057-18.2% | $5,614-84.6% | $1,587-45.5% |