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 | $96,422 | $93,170+3.5% | $100,534-4.1% | $84,808+13.7% |
| Participation rate | 22.7% | 75.8%-53.1pp | 80.6%-57.9pp | 68.3%-45.6pp |
| Annual return | 18.24% | 47.13%-28.9pp | 32.66%-14.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $685 | $3,985-82.8% | $4,346-84.2% | $2,631-74.0% |
| Participant deferral / active EE | $2,740 | $5,699-51.9% | $6,144-55.4% | $4,212-34.9% |
| Admin fee / account holder | $2,230 | $7,382-69.8% | $7,654-70.9% | $7,344-69.6% |