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 | $56,830 | $81,248-30.1% | $155,509-63.5% | $80,856-29.7% |
| Participation rate | 28.9% | 66.2%-37.3pp | 78.2%-49.2pp | 67.6%-38.7pp |
| Annual return | 12.36% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $380 | $3,100-87.8% | $4,672-91.9% | $2,755-86.2% |
| Participant deferral / active EE | $1,717 | $3,452-50.3% | $5,626-69.5% | $4,296-60.0% |
| Admin fee / account holder | $1,343 | $7,997-83.2% | $15,912-91.6% | $6,918-80.6% |