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 | $81,545 | $85,766-4.9% | $136,294-40.2% | $70,131+16.3% |
| Participation rate | 18.4% | 74.2%-55.8pp | 81.9%-63.5pp | 69.5%-51.2pp |
| Annual return | 15.04% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $460 | $2,966-84.5% | $4,695-90.2% | $2,342-80.4% |
| Participant deferral / active EE | $2,242 | $5,051-55.6% | $6,247-64.1% | $3,332-32.7% |
| Admin fee / account holder | $20,791 | $5,420+283.6% | $9,243+124.9% | $4,645+347.6% |