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 | $126,791 | $95,803+32.3% | $113,168+12.0% | $84,808+49.5% |
| Participation rate | 20.6% | 72.9%-52.3pp | 76.6%-56.0pp | 68.3%-47.7pp |
| Annual return | 26.37% | 25.00%+1.4pp | 24.27%+2.1pp | 40.90%-14.5pp |
| Employer contribution / active EE | $355 | $2,360-84.9% | $2,975-88.1% | $2,631-86.5% |
| Participant deferral / active EE | $2,405 | $4,242-43.3% | $5,107-52.9% | $4,212-42.9% |
| Admin fee / account holder | $1,710 | $8,989-81.0% | $12,068-85.8% | $7,344-76.7% |