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 | $23,190 | $81,248-71.5% | $155,509-85.1% | $80,856-71.3% |
| Participation rate | 51.7% | 66.2%-14.5pp | 78.2%-26.5pp | 67.6%-15.9pp |
| Annual return | 14.43% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $22 | $3,100-99.3% | $4,672-99.5% | $2,755-99.2% |
| Participant deferral / active EE | $2,504 | $3,452-27.5% | $5,626-55.5% | $4,296-41.7% |
| Admin fee / account holder | $705 | $7,997-91.2% | $15,912-95.6% | $6,918-89.8% |