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 | $110,222 | $57,354+92.2% | $83,848+31.5% | $64,186+71.7% |
| Participation rate | 35.9% | 68.6%-32.7pp | 76.1%-40.2pp | 69.6%-33.6pp |
| Annual return | 9.10% | 11.38%-2.3pp | 850.88%-841.8pp | 7.63%+1.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,823 | $2,993-39.1% | $4,082-55.3% | $3,470-47.5% |
| Admin fee / account holder | $5,721 | $4,046+41.4% | $5,478+4.4% | $4,888+17.0% |