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 | $237,938 | $159,602+49.1% | $150,045+58.6% | $142,382+67.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 53.95% | 70.24%-16.3pp | 62.55%-8.6pp | 217.08%-163.1pp |
| Employer contribution / active EE | $574 | $4,961-88.4% | $4,693-87.8% | $4,299-86.6% |
| Participant deferral / active EE | $5,066 | $8,310-39.0% | $7,997-36.7% | $6,507-22.2% |
| Admin fee / account holder | $753 | $14,846-94.9% | $13,435-94.4% | $12,624-94.0% |