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 | $92,750 | $81,625+13.6% | $167,512-44.6% | $74,304+24.8% |
| Participation rate | 28.3% | 60.0%-31.8pp | 77.1%-48.8pp | 60.3%-32.1pp |
| Annual return | 15.31% | 26.09%-10.8pp | 1615.79%-1600.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $145 | $2,010-92.8% | $3,882-96.3% | $2,241-93.5% |
| Participant deferral / active EE | $1,631 | $4,115-60.4% | $6,405-74.5% | $3,767-56.7% |
| Admin fee / account holder | $7,286 | $3,474+109.7% | $9,769-25.4% | $2,969+145.4% |