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 | $114,709 | $109,817+4.5% | $98,442+16.5% | $167,490-31.5% |
| Participation rate | 18.8% | 75.8%-57.1pp | 73.3%-54.6pp | 82.1%-63.4pp |
| Annual return | 16.34% | 1956.69%-1940.4pp | 1492.73%-1476.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $441 | $3,224-86.3% | $2,960-85.1% | $4,837-90.9% |
| Participant deferral / active EE | $589 | $4,673-87.4% | $4,276-86.2% | $6,341-90.7% |
| Admin fee / account holder | $645 | $6,753-90.4% | $5,949-89.2% | $12,309-94.8% |