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 | $32,922 | $179,726-81.7% | $156,263-78.9% | $142,382-76.9% |
| Participation rate | 31.8% | 82.1%-50.3pp | 78.9%-47.1pp | 80.1%-48.3pp |
| Annual return | 22.87% | 77.86%-55.0pp | 59.47%-36.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $830 | $5,069-83.6% | $4,333-80.9% | $4,299-80.7% |
| Participant deferral / active EE | $4,249 | $6,956-38.9% | $6,158-31.0% | $6,507-34.7% |
| Admin fee / account holder | $1,418 | $17,272-91.8% | $14,255-90.0% | $12,624-88.8% |