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 | $69,224 | $124,881-44.6% | $209,409-66.9% | $116,875-40.8% |
| Participation rate | 62.5% | 75.8%-13.3pp | 80.4%-17.9pp | 74.5%-12.0pp |
| Annual return | 23.40% | 14.56%+8.8pp | 159.49%-136.1pp | 16.29%+7.1pp |
| Employer contribution / active EE | $395 | $2,588-84.7% | $5,035-92.1% | $3,288-88.0% |
| Participant deferral / active EE | $2,899 | $3,793-23.6% | $4,230-31.5% | $3,885-25.4% |
| Admin fee / account holder | $6,910 | $12,933-46.6% | $16,474-58.1% | $12,263-43.6% |