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 | $105,653 | $118,680-11.0% | $98,907+6.8% | $158,922-33.5% |
| Participation rate | 53.3% | 77.8%-24.5pp | 76.0%-22.7pp | 82.0%-28.6pp |
| Annual return | 18.64% | 372.35%-353.7pp | 196.43%-177.8pp | 302.83%-284.2pp |
| Employer contribution / active EE | $353 | $3,333-89.4% | $2,689-86.9% | $4,761-92.6% |
| Participant deferral / active EE | $2,426 | $5,088-52.3% | $4,244-42.9% | $5,982-59.5% |
| Admin fee / account holder | $7,440 | $10,131-26.6% | $6,642+12.0% | $11,246-33.8% |