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 | $74,061 | $189,613-60.9% | $167,512-55.8% | $142,382-48.0% |
| Participation rate | 68.8% | 80.1%-11.4pp | 77.1%-8.3pp | 80.1%-11.4pp |
| Annual return | 13.02% | 2024.68%-2011.7pp | 1615.79%-1602.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $296 | $4,349-93.2% | $3,882-92.4% | $4,299-93.1% |
| Participant deferral / active EE | $3,635 | $6,981-47.9% | $6,405-43.3% | $6,507-44.1% |
| Admin fee / account holder | $3,640 | $10,528-65.4% | $9,769-62.7% | $12,624-71.2% |