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 | $105,768 | $183,963-42.5% | $162,163-34.8% | $152,861-30.8% |
| Participation rate | 61.9% | 88.5%-26.6pp | 87.6%-25.6pp | 82.4%-20.5pp |
| Annual return | 22.55% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.8pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,628 | $8,034+7.4% | $7,298+18.2% | $5,850+47.5% |
| Admin fee / account holder | $391 | $13,121-97.0% | $10,843-96.4% | $11,596-96.6% |