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 | $48,538 | $101,724-52.3% | $164,813-70.5% | $80,856-40.0% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 14.48% | 16.72%-2.2pp | 69.93%-55.5pp | 35.59%-21.1pp |
| Employer contribution / active EE | $652 | $2,953-77.9% | $4,341-85.0% | $2,755-76.3% |
| Participant deferral / active EE | $2,545 | $4,477-43.1% | $6,031-57.8% | $4,296-40.7% |
| Admin fee / account holder | $3,291 | $8,227-60.0% | $12,690-74.1% | $6,918-52.4% |