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 | $48,992 | $76,050-35.6% | $96,544-49.3% | $71,457-31.4% |
| Participation rate | 45.5% | 74.4%-28.9pp | 76.0%-30.5pp | 67.9%-22.4pp |
| Annual return | 18.02% | 22.81%-4.8pp | 25.84%-7.8pp | 28.85%-10.8pp |
| Employer contribution / active EE | $411 | $2,244-81.7% | $2,965-86.1% | $2,588-84.1% |
| Participant deferral / active EE | $3,540 | $4,215-16.0% | $4,851-27.0% | $4,289-17.5% |
| Admin fee / account holder | $1,723 | $2,707-36.3% | $8,252-79.1% | $1,587+8.6% |