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 | $147,899 | $109,413+35.2% | $156,263-5.4% | $84,808+74.4% |
| Participation rate | 43.2% | 72.7%-29.5pp | 78.9%-35.7pp | 68.3%-25.1pp |
| Annual return | 18.27% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $712 | $2,907-75.5% | $4,333-83.6% | $2,631-72.9% |
| Participant deferral / active EE | $4,577 | $4,590-0.3% | $6,158-25.7% | $4,212+8.7% |
| Admin fee / account holder | $625 | $9,357-93.3% | $14,255-95.6% | $7,344-91.5% |