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 | $128,026 | $154,117-16.9% | $129,995-1.5% | $139,434-8.2% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.5%-41.0pp | 80.3%-42.8pp |
| Annual return | 15.25% | 32.48%-17.2pp | -137.18%+152.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $883 | $5,289-83.3% | $4,320-79.6% | $4,751-81.4% |
| Participant deferral / active EE | $3,034 | $6,710-54.8% | $5,820-47.9% | $6,710-54.8% |
| Admin fee / account holder | $8,619 | $14,007-38.5% | $10,614-18.8% | $11,403-24.4% |