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 | $23,532 | $175,202-86.6% | $149,673-84.3% | $139,434-83.1% |
| Participation rate | 53.8% | 83.4%-29.5pp | 78.8%-24.9pp | 80.3%-26.5pp |
| Annual return | 16.79% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $901 | $5,474-83.5% | $4,818-81.3% | $4,751-81.0% |
| Participant deferral / active EE | $2,040 | $6,519-68.7% | $5,680-64.1% | $6,710-69.6% |
| Admin fee / account holder | $4,211 | $16,150-73.9% | $13,210-68.1% | $11,403-63.1% |