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 | $170,101 | $116,175+46.4% | $93,606+81.7% | $152,861+11.3% |
| Participation rate | 23.5% | 78.0%-54.5pp | 75.8%-52.3pp | 82.4%-58.9pp |
| Annual return | 23.17% | 35.96%-12.8pp | 32.76%-9.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $504 | $3,218-84.4% | $2,718-81.5% | $4,762-89.4% |
| Participant deferral / active EE | $2,989 | $4,603-35.1% | $4,069-26.5% | $5,850-48.9% |
| Admin fee / account holder | $2,344 | $10,748-78.2% | $7,888-70.3% | $11,596-79.8% |