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 | $190,718 | $49,922+282.0% | $80,569+136.7% | $75,163+153.7% |
| Participation rate | 7.7% | 55.3%-47.6pp | 67.0%-59.3pp | 67.2%-59.5pp |
| Annual return | 20.86% | 34.69%-13.8pp | 935.43%-914.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $158 | $1,698-90.7% | $2,723-94.2% | $2,670-94.1% |
| Participant deferral / active EE | $1,620 | $2,990-45.8% | $4,447-63.6% | $4,125-60.7% |
| Admin fee / account holder | $1,300 | $3,577-63.7% | $5,377-75.8% | $5,651-77.0% |