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 | $142,420 | $59,417+139.7% | $93,606+52.1% | $74,495+91.2% |
| Participation rate | 21.3% | 59.7%-38.4pp | 68.7%-47.4pp | 67.2%-45.9pp |
| Annual return | 11.45% | 81.83%-70.4pp | 133.20%-121.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $210 | $1,264-83.4% | $2,420-91.3% | $2,623-92.0% |
| Participant deferral / active EE | $1,584 | $3,050-48.1% | $4,411-64.1% | $4,346-63.5% |
| Admin fee / account holder | $3,225 | $3,021+6.7% | $8,285-61.1% | $1,942+66.1% |