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 | $14,758 | $36,916-60.0% | $156,549-90.6% | $57,658-74.4% |
| Participation rate | 11.3% | 63.4%-52.2pp | 84.0%-72.7pp | 70.2%-59.0pp |
| Annual return | 30.46% | 12.38%+18.1pp | 32.23%-1.8pp | 5.13%+25.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $615 | $1,926-68.1% | $4,871-87.4% | $3,061-79.9% |
| Admin fee / account holder | $874 | $82+960.0% | $13,027-93.3% | $95+824.9% |