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 8-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 | $57,715 | $102,317-43.6% | $146,958-60.7% | $80,856-28.6% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.2%-18.9pp | 67.6%-4.4pp |
| Annual return | 23.08% | 134.76%-111.7pp | 418.34%-395.3pp | 35.59%-12.5pp |
| Employer contribution / active EE | $771 | $3,713-79.2% | $4,933-84.4% | $2,755-72.0% |
| Participant deferral / active EE | $8,155 | $6,644+22.8% | $8,070+1.1% | $4,296+89.8% |
| Admin fee / account holder | $3,674 | $7,941-53.7% | $12,998-71.7% | $6,918-46.9% |