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 | $227,976 | $133,922+70.2% | $116,228+96.1% | $142,382+60.1% |
| Participation rate | 23.1% | 77.9%-54.8pp | 74.6%-51.5pp | 80.1%-57.0pp |
| Annual return | 14.55% | 147.76%-133.2pp | 90.06%-75.5pp | 217.08%-202.5pp |
| Employer contribution / active EE | $542 | $3,446-84.3% | $2,994-81.9% | $4,299-87.4% |
| Participant deferral / active EE | $1,935 | $5,672-65.9% | $4,953-60.9% | $6,507-70.3% |
| Admin fee / account holder | $843 | $14,945-94.4% | $11,989-93.0% | $12,624-93.3% |