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 | $31,474 | $45,035-30.1% | $62,995-50.0% | $70,131-55.1% |
| Participation rate | 18.8% | 69.5%-50.8pp | 74.8%-56.1pp | 69.5%-50.8pp |
| Annual return | 16.49% | 18.76%-2.3pp | 87.57%-71.1pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,150 | $2,465-53.3% | $3,329-65.5% | $3,332-65.5% |
| Admin fee / account holder | $3,610 | $2,834+27.4% | $3,600+0.3% | $4,645-22.3% |