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 | $91,917 | $56,053+64.0% | $75,972+21.0% | $80,856+13.7% |
| Participation rate | 28.0% | 62.0%-34.0pp | 69.1%-41.1pp | 67.6%-39.6pp |
| Annual return | 18.93% | 20.53%-1.6pp | 359.55%-340.6pp | 35.59%-16.7pp |
| Employer contribution / active EE | $196 | $1,874-89.5% | $2,685-92.7% | $2,755-92.9% |
| Participant deferral / active EE | $1,784 | $3,052-41.5% | $4,255-58.1% | $4,296-58.5% |
| Admin fee / account holder | $916 | $5,234-82.5% | $6,467-85.8% | $6,918-86.8% |