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 | $38,327 | $65,041-41.1% | $90,951-57.9% | $79,858-52.0% |
| Participation rate | 55.4% | 61.6%-6.2pp | 69.0%-13.6pp | 69.6%-14.2pp |
| Annual return | 14.46% | 30.45%-16.0pp | 134.60%-120.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $205 | $1,247-83.6% | $2,122-90.3% | $2,471-91.7% |
| Participant deferral / active EE | $1,265 | $2,512-49.6% | $3,373-62.5% | $3,740-66.2% |
| Admin fee / account holder | $1,330 | $4,536-70.7% | $5,959-77.7% | $5,306-74.9% |