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 | $23,716 | $72,277-67.2% | $101,248-76.6% | $79,858-70.3% |
| Participation rate | 45.8% | 68.5%-22.6pp | 75.8%-30.0pp | 69.6%-23.8pp |
| Annual return | 21.21% | 22.30%-1.1pp | 46.47%-25.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $263 | $2,692-90.2% | $3,660-92.8% | $2,471-89.4% |
| Participant deferral / active EE | $2,086 | $3,282-36.4% | $4,370-52.3% | $3,740-44.2% |
| Admin fee / account holder | $605 | $4,400-86.3% | $5,945-89.8% | $5,306-88.6% |