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 | $69,108 | $46,553+48.5% | $64,056+7.9% | $75,163-8.1% |
| Participation rate | 58.2% | 65.9%-7.7pp | 72.3%-14.1pp | 67.2%-9.0pp |
| Annual return | 19.30% | 26.03%-6.7pp | 33.69%-14.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $253 | $1,974-87.2% | $2,747-90.8% | $2,670-90.5% |
| Participant deferral / active EE | $2,645 | $2,837-6.8% | $3,880-31.8% | $4,125-35.9% |
| Admin fee / account holder | $638 | $2,952-78.4% | $3,068-79.2% | $5,651-88.7% |