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 | $63,138 | $50,958+23.9% | $74,550-15.3% | $64,186-1.6% |
| Participation rate | 49.2% | 61.1%-11.9pp | 69.1%-19.9pp | 69.6%-20.4pp |
| Annual return | -7.14% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $164 | $1,115-85.3% | $1,961-91.6% | $2,381-93.1% |
| Participant deferral / active EE | $3,276 | $2,301+42.4% | $3,108+5.4% | $3,470-5.6% |
| Admin fee / account holder | $1,529 | $4,223-63.8% | $5,060-69.8% | $4,888-68.7% |