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 | $179,212 | $129,217+38.7% | $93,406+91.9% | $158,922+12.8% |
| Participation rate | 60.0% | 71.0%-11.0pp | 66.8%-6.8pp | 82.0%-22.0pp |
| Annual return | 18.97% | 118.21%-99.2pp | 78.05%-59.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,920 | $3,909-25.3% | $3,126-6.6% | $5,982-51.2% |
| Admin fee / account holder | $1,482 | $7,383-79.9% | $5,230-71.7% | $11,246-86.8% |