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 | $129,315 | $89,753+44.1% | $107,525+20.3% | $84,808+52.5% |
| Participation rate | 21.1% | 68.1%-46.9pp | 75.1%-53.9pp | 68.3%-47.2pp |
| Annual return | 17.97% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $432 | $3,113-86.1% | $3,754-88.5% | $2,631-83.6% |
| Participant deferral / active EE | $2,608 | $4,056-35.7% | $5,116-49.0% | $4,212-38.1% |
| Admin fee / account holder | $2,638 | $7,222-63.5% | $8,919-70.4% | $7,344-64.1% |