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 | $56,042 | $99,341-43.6% | $84,750-33.9% | $273,961-79.5% |
| Participation rate | 42.1% | 80.7%-38.6pp | 76.6%-34.5pp | 83.0%-40.9pp |
| Annual return | 10.12% | 22.93%-12.8pp | 22.78%-12.7pp | 41.45%-31.3pp |
| Employer contribution / active EE | $122 | $4,214-97.1% | $3,574-96.6% | $4,869-97.5% |
| Participant deferral / active EE | $1,419 | $4,269-66.8% | $3,712-61.8% | $5,287-73.2% |
| Admin fee / account holder | $2,005 | $6,644-69.8% | $5,332-62.4% | $10,132-80.2% |