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 | $46,298 | $93,571-50.5% | $135,903-65.9% | $75,163-38.4% |
| Participation rate | 61.5% | 75.2%-13.6pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 17.29% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $356 | $3,537-89.9% | $4,856-92.7% | $2,670-86.7% |
| Participant deferral / active EE | $2,892 | $6,404-54.8% | $7,758-62.7% | $4,125-29.9% |
| Admin fee / account holder | $5,183 | $6,975-25.7% | $10,762-51.8% | $5,651-8.3% |