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 | $81,037 | $60,124+34.8% | $90,404-10.4% | $79,858+1.5% |
| Participation rate | 46.7% | 65.0%-18.3pp | 72.7%-26.0pp | 69.6%-23.0pp |
| Annual return | 13.09% | 71.94%-58.9pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,947 | $2,938+0.3% | $3,963-25.7% | $3,740-21.2% |
| Admin fee / account holder | $5,405 | $3,976+35.9% | $5,611-3.7% | $5,306+1.9% |