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 | $61,224 | $64,480-5.1% | $81,382-24.8% | $80,856-24.3% |
| Participation rate | 50.8% | 63.9%-13.1pp | 69.5%-18.7pp | 67.6%-16.8pp |
| Annual return | 12.16% | 16.34%-4.2pp | 24.73%-12.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,978 | $3,094-36.1% | $3,883-49.1% | $4,296-54.0% |
| Admin fee / account holder | $4,907 | $5,671-13.5% | $5,768-14.9% | $6,918-29.1% |