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 | $81,850 | $148,978-45.1% | $200,582-59.2% | $84,808-3.5% |
| Participation rate | 67.6% | 84.2%-16.7pp | 86.9%-19.3pp | 68.3%-0.7pp |
| Annual return | 16.67% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $491 | $4,815-89.8% | $6,419-92.4% | $2,631-81.3% |
| Participant deferral / active EE | $3,300 | $7,142-53.8% | $9,331-64.6% | $4,212-21.6% |
| Admin fee / account holder | $2,469 | $13,977-82.3% | $16,305-84.9% | $7,344-66.4% |