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 | $121,573 | $99,957+21.6% | $149,696-18.8% | $73,488+65.4% |
| Participation rate | 54.4% | 75.7%-21.3pp | 82.5%-28.1pp | 70.7%-16.3pp |
| Annual return | 18.63% | 53.87%-35.2pp | 276.60%-258.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,055 | $6,073+49.1% | $6,842+32.3% | $3,740+142.1% |
| Admin fee / account holder | $5,681 | $551+931.6% | $9,309-39.0% | $513+1007.3% |