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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,152 | $133,922+127.1% | $116,228+161.7% | $142,382+113.6% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.6%-45.1pp | 80.1%-50.7pp |
| Annual return | 14.56% | 147.76%-133.2pp | 90.06%-75.5pp | 217.08%-202.5pp |
| Employer contribution / active EE | $627 | $3,446-81.8% | $2,994-79.1% | $4,299-85.4% |
| Participant deferral / active EE | $2,403 | $5,672-57.6% | $4,953-51.5% | $6,507-63.1% |
| Admin fee / account holder | $3,063 | $14,945-79.5% | $11,989-74.5% | $12,624-75.7% |