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 | $65,078 | $65,041+0.1% | $90,951-28.4% | $79,858-18.5% |
| Participation rate | 30.5% | 61.6%-31.1pp | 69.0%-38.5pp | 69.6%-39.1pp |
| Annual return | 18.40% | 30.45%-12.0pp | 134.60%-116.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $177 | $1,247-85.8% | $2,122-91.6% | $2,471-92.8% |
| Participant deferral / active EE | $2,210 | $2,512-12.0% | $3,373-34.5% | $3,740-40.9% |
| Admin fee / account holder | $3,571 | $4,536-21.3% | $5,959-40.1% | $5,306-32.7% |