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 | $231,480 | $181,894+27.3% | $156,549+47.9% | $273,961-15.5% |
| Participation rate | 34.8% | 88.4%-53.6pp | 84.0%-49.2pp | 83.0%-48.2pp |
| Annual return | 5.98% | 30.74%-24.8pp | 32.23%-26.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $839 | $6,248-86.6% | $5,501-84.8% | $4,869-82.8% |
| Participant deferral / active EE | $2,134 | $5,550-61.5% | $4,871-56.2% | $5,287-59.6% |
| Admin fee / account holder | $17,558 | $15,559+12.8% | $13,027+34.8% | $10,132+73.3% |