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 | $171,016 | $86,286+98.2% | $111,297+53.7% | $85,850+99.2% |
| Participation rate | 62.3% | 73.3%-11.0pp | 77.3%-15.0pp | 69.3%-7.0pp |
| Annual return | 16.72% | 19.99%-3.3pp | 54.65%-37.9pp | 318.53%-301.8pp |
| Employer contribution / active EE | $181 | $2,043-91.1% | $2,731-93.4% | $2,565-92.9% |
| Participant deferral / active EE | $1,901 | $3,641-47.8% | $4,487-57.6% | $3,952-51.9% |
| Admin fee / account holder | $3,013 | $8,188-63.2% | $7,964-62.2% | $6,260-51.9% |