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 | $86,827 | $79,944+8.6% | $98,439-11.8% | $75,163+15.5% |
| Participation rate | 41.0% | 70.4%-29.3pp | 75.2%-34.1pp | 67.2%-26.2pp |
| Annual return | 22.51% | 19.75%+2.8pp | 21.16%+1.3pp | 160.62%-138.1pp |
| Employer contribution / active EE | $286 | $2,264-87.4% | $3,048-90.6% | $2,670-89.3% |
| Participant deferral / active EE | $1,589 | $3,752-57.7% | $4,738-66.5% | $4,125-61.5% |
| Admin fee / account holder | $823 | $6,840-88.0% | $8,948-90.8% | $5,651-85.4% |