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 | $56,619 | $111,724-49.3% | $93,606-39.5% | $145,922-61.2% |
| Participation rate | 60.9% | 74.2%-13.3pp | 68.7%-7.9pp | 80.3%-19.4pp |
| Annual return | 15.80% | 202.98%-187.2pp | 133.20%-117.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $238 | $3,090-92.3% | $2,420-90.2% | $4,660-94.9% |
| Participant deferral / active EE | $1,189 | $4,912-75.8% | $4,411-73.0% | $6,688-82.2% |
| Admin fee / account holder | $1,094 | $10,250-89.3% | $8,285-86.8% | $13,397-91.8% |