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 | $83,920 | $197,591-57.5% | $177,821-52.8% | $158,922-47.2% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.7%-19.0pp | 82.0%-13.2pp |
| Annual return | 16.15% | 58.76%-42.6pp | 48.32%-32.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $540 | $6,697-91.9% | $5,918-90.9% | $4,761-88.7% |
| Participant deferral / active EE | $11,535 | $8,405+37.2% | $7,714+49.5% | $5,982+92.8% |
| Admin fee / account holder | $3,470 | $15,399-77.5% | $12,427-72.1% | $11,246-69.1% |