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 | $131,964 | $112,881+16.9% | $90,951+45.1% | $158,922-17.0% |
| Participation rate | 21.1% | 74.7%-53.7pp | 69.0%-48.0pp | 82.0%-60.9pp |
| Annual return | 7.11% | 215.79%-208.7pp | 134.60%-127.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $343 | $2,893-88.1% | $2,122-83.8% | $4,761-92.8% |
| Participant deferral / active EE | $2,524 | $4,128-38.8% | $3,373-25.2% | $5,982-57.8% |
| Admin fee / account holder | $16,665 | $8,041+107.3% | $5,959+179.7% | $11,246+48.2% |