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 5-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 | $57,017 | $73,933-22.9% | $96,683-41.0% | $75,163-24.1% |
| Participation rate | 15.8% | 66.4%-50.6pp | 74.3%-58.6pp | 67.2%-51.4pp |
| Annual return | 20.92% | 26.70%-5.8pp | 35.69%-14.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $534 | $2,928-81.8% | $3,737-85.7% | $2,670-80.0% |
| Participant deferral / active EE | $1,987 | $3,659-45.7% | $4,878-59.3% | $4,125-51.8% |
| Admin fee / account holder | $348 | $5,216-93.3% | $6,730-94.8% | $5,651-93.8% |