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 | $68,393 | $72,277-5.4% | $101,248-32.5% | $79,858-14.4% |
| Participation rate | 58.3% | 68.5%-10.1pp | 75.8%-17.5pp | 69.6%-11.3pp |
| Annual return | 14.19% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $233 | $2,692-91.3% | $3,660-93.6% | $2,471-90.6% |
| Participant deferral / active EE | $1,777 | $3,282-45.9% | $4,370-59.3% | $3,740-52.5% |
| Admin fee / account holder | $3,281 | $4,400-25.4% | $5,945-44.8% | $5,306-38.2% |