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 | $175,892 | $65,041+170.4% | $90,951+93.4% | $79,858+120.3% |
| Participation rate | 36.6% | 61.6%-25.0pp | 69.0%-32.4pp | 69.6%-33.0pp |
| Annual return | 22.08% | 30.45%-8.4pp | 134.60%-112.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,275 | $2,512+70.2% | $3,373+26.7% | $3,740+14.3% |
| Admin fee / account holder | $874 | $4,536-80.7% | $5,959-85.3% | $5,306-83.5% |