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 | $80,798 | $63,346+27.6% | $92,233-12.4% | $70,131+15.2% |
| Participation rate | 63.2% | 68.7%-5.5pp | 76.5%-13.3pp | 69.5%-6.4pp |
| Annual return | 18.15% | 530.12%-512.0pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $491 | $2,471-80.1% | $3,679-86.7% | $2,342-79.0% |
| Participant deferral / active EE | $4,456 | $2,854+56.1% | $3,897+14.3% | $3,332+33.7% |
| Admin fee / account holder | $3,601 | $3,840-6.2% | $5,194-30.7% | $4,645-22.5% |