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 | $185,668 | $99,032+87.5% | $80,019+132.0% | $135,375+37.2% |
| Participation rate | 42.1% | 78.4%-36.2pp | 75.8%-33.7pp | 82.6%-40.5pp |
| Annual return | -4.80% | 15.39%-20.2pp | 11.22%-16.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $197 | $3,043-93.5% | $2,468-92.0% | $4,779-95.9% |
| Participant deferral / active EE | $3,403 | $4,282-20.5% | $3,686-7.7% | $5,609-39.3% |
| Admin fee / account holder | $550 | $10,436-94.7% | $6,521-91.6% | $10,827-94.9% |