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.
Participant 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 | $90,762 | $58,512+55.1% | $84,015+8.0% | $72,985+24.4% |
| Participation rate | 42.3% | 61.2%-18.9pp | 69.0%-26.7pp | 69.5%-27.2pp |
| Annual return | 17.90% | 28.93%-11.0pp | 71.31%-53.4pp | 81.00%-63.1pp |
| Employer contribution / active EE | $712 | $1,163-38.8% | $1,983-64.1% | $2,440-70.8% |
| Participant deferral / active EE | $986 | $2,394-58.8% | $3,239-69.6% | $3,607-72.7% |
| Admin fee / account holder | $808 | $4,569-82.3% | $6,101-86.7% | $5,124-84.2% |