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 | $46,260 | $78,672-41.2% | $109,143-57.6% | $85,850-46.1% |
| Participation rate | 52.1% | 68.3%-16.2pp | 75.9%-23.8pp | 69.3%-17.2pp |
| Annual return | 17.99% | 25.09%-7.1pp | 25.75%-7.8pp | 318.53%-300.5pp |
| Employer contribution / active EE | $524 | $2,735-80.8% | $3,722-85.9% | $2,565-79.6% |
| Participant deferral / active EE | $2,154 | $3,467-37.9% | $4,653-53.7% | $3,952-45.5% |
| Admin fee / account holder | $1,192 | $5,469-78.2% | $6,752-82.3% | $6,260-81.0% |