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 | $158,108 | $118,849+33.0% | $96,562+63.7% | $167,490-5.6% |
| Participation rate | 44.4% | 75.5%-31.0pp | 69.8%-25.4pp | 82.1%-37.7pp |
| Annual return | 16.48% | 50.49%-34.0pp | 37.78%-21.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $452 | $3,120-85.5% | $2,356-80.8% | $4,837-90.6% |
| Participant deferral / active EE | $4,753 | $4,616+3.0% | $3,849+23.5% | $6,341-25.0% |
| Admin fee / account holder | $7,680 | $8,065-4.8% | $6,181+24.3% | $12,309-37.6% |