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 | $19,401 | $63,764-69.6% | $81,930-76.3% | $79,858-75.7% |
| Participation rate | 68.0% | 67.5%+0.5pp | 72.0%-4.0pp | 69.6%-1.6pp |
| Annual return | 14.67% | 22.66%-8.0pp | 29.49%-14.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $308 | $1,795-82.8% | $4,310-92.9% | $2,471-87.5% |
| Participant deferral / active EE | $1,319 | $2,780-52.6% | $7,107-81.4% | $3,740-64.7% |
| Admin fee / account holder | $1,677 | $4,426-62.1% | $5,158-67.5% | $5,306-68.4% |