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 | $172,745 | $171,865+0.5% | $149,718+15.4% | $147,584+17.0% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 19.23% | 2113.22%-2094.0pp | 1501.63%-1482.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $792 | $6,275-87.4% | $5,445-85.5% | $4,876-83.8% |
| Participant deferral / active EE | $10,850 | $7,271+49.2% | $6,569+65.2% | $5,439+99.5% |
| Admin fee / account holder | $4,481 | $13,799-67.5% | $11,283-60.3% | $10,885-58.8% |