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 7-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 | $41,864 | $79,171-47.1% | $102,423-59.1% | $74,495-43.8% |
| Participation rate | 29.2% | 74.8%-45.6pp | 76.5%-47.3pp | 67.2%-38.0pp |
| Annual return | 11.95% | 54.93%-43.0pp | 29.32%-17.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $566 | $2,362-76.1% | $3,023-81.3% | $2,623-78.4% |
| Participant deferral / active EE | $2,270 | $4,415-48.6% | $5,053-55.1% | $4,346-47.8% |
| Admin fee / account holder | $2,696 | $2,001+34.8% | $9,451-71.5% | $1,942+38.9% |