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 | $128,990 | $209,411-38.4% | $178,490-27.7% | $158,922-18.8% |
| Participation rate | 52.9% | 86.3%-33.4pp | 81.9%-29.0pp | 82.0%-29.0pp |
| Annual return | 16.52% | 188.75%-172.2pp | 151.07%-134.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $271 | $5,706-95.3% | $5,011-94.6% | $4,761-94.3% |
| Participant deferral / active EE | $3,008 | $5,954-49.5% | $5,202-42.2% | $5,982-49.7% |
| Admin fee / account holder | $2,854 | $17,074-83.3% | $13,984-79.6% | $11,246-74.6% |