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 6-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 | $54,954 | $80,717-31.9% | $154,803-64.5% | $84,808-35.2% |
| Participation rate | 48.1% | 66.8%-18.7pp | 78.1%-30.0pp | 68.3%-20.2pp |
| Annual return | 16.80% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $60 | $2,761-97.8% | $4,305-98.6% | $2,631-97.7% |
| Participant deferral / active EE | $5,343 | $3,303+61.8% | $5,540-3.6% | $4,212+26.9% |
| Admin fee / account holder | $2,687 | $6,746-60.2% | $14,329-81.2% | $7,344-63.4% |