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 | $59,006 | $87,733-32.7% | $106,548-44.6% | $85,850-31.3% |
| Participation rate | 65.0% | 71.9%-6.9pp | 76.1%-11.1pp | 69.3%-4.3pp |
| Annual return | 16.98% | 21.86%-4.9pp | 26.80%-9.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $361 | $2,073-82.6% | $2,819-87.2% | $2,565-85.9% |
| Participant deferral / active EE | $2,788 | $3,469-19.6% | $4,398-36.6% | $3,952-29.5% |
| Admin fee / account holder | $1,571 | $6,767-76.8% | $7,407-78.8% | $6,260-74.9% |