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 | $102,885 | $126,574-18.7% | $106,213-3.1% | $145,922-29.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 39.61% | 224.79%-185.2pp | 116.14%-76.5pp | 561.29%-521.7pp |
| Employer contribution / active EE | $361 | $3,730-90.3% | $3,171-88.6% | $4,660-92.2% |
| Participant deferral / active EE | $13,700 | $5,724+139.4% | $5,016+173.1% | $6,688+104.9% |
| Admin fee / account holder | $31,216 | $17,304+80.4% | $11,033+182.9% | $13,397+133.0% |