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 9-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 | $38,451 | $65,365-41.2% | $92,893-58.6% | $72,985-47.3% |
| Participation rate | 31.4% | 68.3%-36.9pp | 76.0%-44.6pp | 69.5%-38.1pp |
| Annual return | 22.11% | 42.10%-20.0pp | 109.41%-87.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $556 | $2,594-78.6% | $3,653-84.8% | $2,440-77.2% |
| Participant deferral / active EE | $1,547 | $3,128-50.6% | $4,236-63.5% | $3,607-57.1% |
| Admin fee / account holder | $872 | $4,251-79.5% | $5,794-84.9% | $5,124-83.0% |