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 | $59,592 | $45,863+29.9% | $77,024-22.6% | $68,494-13.0% |
| Participation rate | 69.2% | 55.9%+13.3pp | 67.9%+1.3pp | 67.9%+1.3pp |
| Annual return | 30.33% | 1.72%+28.6pp | 42.32%-12.0pp | -7.84%+38.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,547 | $2,962+19.8% | $4,426-19.9% | $4,027-11.9% |
| Admin fee / account holder | $5,573 | $3,041+83.3% | $5,425+2.7% | $5,403+3.2% |