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 | $53,014 | $153,772-65.5% | $133,980-60.4% | $273,961-80.6% |
| Participation rate | 47.8% | 88.4%-40.5pp | 87.1%-39.2pp | 83.0%-35.2pp |
| Annual return | 8.56% | 36.51%-28.0pp | 29.30%-20.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,853 | $6,958-15.9% | $6,282-6.8% | $5,287+10.7% |
| Admin fee / account holder | $4,784 | $11,765-59.3% | $9,324-48.7% | $10,132-52.8% |