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 5-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 | $100,860 | $111,754-9.7% | $103,333-2.4% | $145,922-30.9% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 11.47% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $718 | $4,212-82.9% | $3,868-81.4% | $4,660-84.6% |
| Participant deferral / active EE | $8,217 | $5,619+46.3% | $5,057+62.5% | $6,688+22.9% |
| Admin fee / account holder | $946 | $9,750-90.3% | $8,355-88.7% | $13,397-92.9% |