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.
Participant 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 | $45,433 | $63,346-28.3% | $92,233-50.7% | $70,131-35.2% |
| Participation rate | 58.8% | 68.7%-9.8pp | 76.5%-17.7pp | 69.5%-10.7pp |
| Annual return | 22.60% | 530.12%-507.5pp | 176.28%-153.7pp | 73.14%-50.5pp |
| Employer contribution / active EE | $4,635 | $2,471+87.6% | $3,679+26.0% | $2,342+97.9% |
| Participant deferral / active EE | $989 | $2,854-65.3% | $3,897-74.6% | $3,332-70.3% |
| Admin fee / account holder | $3,973 | $3,840+3.5% | $5,194-23.5% | $4,645-14.5% |