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 | $103,199 | $74,927+37.7% | $101,794+1.4% | $84,808+21.7% |
| Participation rate | 48.1% | 61.4%-13.3pp | 69.2%-21.0pp | 68.3%-20.2pp |
| Annual return | 16.74% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $278 | $1,522-81.7% | $2,289-87.9% | $2,631-89.4% |
| Participant deferral / active EE | $3,633 | $3,099+17.2% | $4,084-11.0% | $4,212-13.7% |
| Admin fee / account holder | $4,920 | $6,514-24.5% | $8,777-43.9% | $7,344-33.0% |