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 | $70,668 | $64,839+9.0% | $95,585-26.1% | $84,808-16.7% |
| Participation rate | 61.5% | 63.8%-2.3pp | 72.1%-10.5pp | 68.3%-6.8pp |
| Annual return | 16.94% | -670.96%+687.9pp | 38.56%-21.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $300 | $1,759-82.9% | $2,527-88.1% | $2,631-88.6% |
| Participant deferral / active EE | $1,314 | $2,965-55.7% | $4,023-67.3% | $4,212-68.8% |
| Admin fee / account holder | $729 | $5,964-87.8% | $6,127-88.1% | $7,344-90.1% |