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 | $169,813 | $210,648-19.4% | $177,989-4.6% | $145,922+16.4% |
| Participation rate | 46.2% | 80.8%-34.6pp | 77.1%-30.9pp | 80.3%-34.1pp |
| Annual return | 15.77% | 385.86%-370.1pp | 294.48%-278.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $109 | $4,565-97.6% | $3,949-97.2% | $4,660-97.7% |
| Participant deferral / active EE | $6,894 | $6,958-0.9% | $6,276+9.9% | $6,688+3.1% |
| Admin fee / account holder | $454 | $12,013-96.2% | $10,363-95.6% | $13,397-96.6% |