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 | $125,387 | $198,466-36.8% | $170,442-26.4% | $147,584-15.0% |
| Participation rate | 57.9% | 88.0%-30.1pp | 83.6%-25.7pp | 82.8%-24.9pp |
| Annual return | 18.44% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,208 | $6,184-80.5% | $5,433-77.8% | $4,876-75.2% |
| Participant deferral / active EE | $2,747 | $5,629-51.2% | $4,939-44.4% | $5,439-49.5% |
| Admin fee / account holder | $1,029 | $16,852-93.9% | $13,880-92.6% | $10,885-90.5% |