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 | $101,360 | $53,777+88.5% | $134,143-24.4% | $79,858+26.9% |
| Participation rate | 49.0% | 58.8%-9.8pp | 72.2%-23.2pp | 69.6%-20.6pp |
| Annual return | 19.18% | 19.01%+0.2pp | 36.33%-17.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,308 | $2,420+119.3% | $3,499+51.7% | $3,740+41.9% |
| Admin fee / account holder | $1,760 | $3,984-55.8% | $6,684-73.7% | $5,306-66.8% |