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 | $20,764 | $61,272-66.1% | $149,673-86.1% | $71,457-70.9% |
| Participation rate | 26.4% | 62.5%-36.1pp | 78.8%-52.4pp | 67.9%-41.5pp |
| Annual return | 24.54% | 35.85%-11.3pp | 134.42%-109.9pp | 28.85%-4.3pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,618 | $2,917-10.3% | $5,680-53.9% | $4,289-39.0% |
| Admin fee / account holder | $3,464 | $1,261+174.6% | $13,210-73.8% | $1,587+118.2% |