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 | $35,888 | $93,571-61.6% | $135,903-73.6% | $75,163-52.3% |
| Participation rate | 36.4% | 75.2%-38.8pp | 81.9%-45.5pp | 67.2%-30.8pp |
| Annual return | 19.25% | 30.90%-11.7pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $340 | $3,537-90.4% | $4,856-93.0% | $2,670-87.3% |
| Participant deferral / active EE | $3,288 | $6,404-48.7% | $7,758-57.6% | $4,125-20.3% |
| Admin fee / account holder | $7,888 | $6,975+13.1% | $10,762-26.7% | $5,651+39.6% |