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 | $45,638 | $72,492-37.0% | $87,100-47.6% | $72,985-37.5% |
| Participation rate | 55.8% | 72.8%-17.0pp | 76.9%-21.1pp | 69.5%-13.7pp |
| Annual return | 45.87% | 24.46%+21.4pp | 28.19%+17.7pp | 81.00%-35.1pp |
| Employer contribution / active EE | $321 | $1,894-83.1% | $2,521-87.3% | $2,440-86.9% |
| Participant deferral / active EE | $1,493 | $3,270-54.3% | $4,049-63.1% | $3,607-58.6% |
| Admin fee / account holder | $9,377 | $5,055+85.5% | $7,497+25.1% | $5,124+83.0% |