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 6-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 | $25,083 | $81,248-69.1% | $155,509-83.9% | $80,856-69.0% |
| Participation rate | 23.4% | 66.2%-42.8pp | 78.2%-54.8pp | 67.6%-44.2pp |
| Annual return | 15.98% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $380 | $3,100-87.7% | $4,672-91.9% | $2,755-86.2% |
| Participant deferral / active EE | $1,142 | $3,452-66.9% | $5,626-79.7% | $4,296-73.4% |
| Admin fee / account holder | $1,023 | $7,997-87.2% | $15,912-93.6% | $6,918-85.2% |