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 | $72,215 | $105,998-31.9% | $92,233-21.7% | $147,584-51.1% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 16.67% | 50.05%-33.4pp | 176.28%-159.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $531 | $4,333-87.7% | $3,679-85.6% | $4,876-89.1% |
| Participant deferral / active EE | $2,089 | $4,478-53.3% | $3,897-46.4% | $5,439-61.6% |
| Admin fee / account holder | $636 | $6,332-90.0% | $5,194-87.8% | $10,885-94.2% |