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.
Participant 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 | $245,956 | $108,919+125.8% | $100,391+145.0% | $145,922+68.6% |
| Participation rate | 40.0% | 82.9%-42.9pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 16.87% | 57.88%-41.0pp | 49.20%-32.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,001 | $4,419-77.4% | $3,942-74.6% | $4,660-78.5% |
| Participant deferral / active EE | $1,118 | $8,445-86.8% | $8,082-86.2% | $6,688-83.3% |
| Admin fee / account holder | $853 | $9,689-91.2% | $7,899-89.2% | $13,397-93.6% |