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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,175 | $89,753+311.3% | $107,525+243.3% | $84,808+335.3% |
| Participation rate | 26.9% | 68.1%-41.1pp | 75.1%-48.2pp | 68.3%-41.4pp |
| Annual return | 13.25% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $499 | $3,113-84.0% | $3,754-86.7% | $2,631-81.0% |
| Participant deferral / active EE | $1,919 | $4,056-52.7% | $5,116-62.5% | $4,212-54.4% |
| Admin fee / account holder | $2,898 | $7,222-59.9% | $8,919-67.5% | $7,344-60.5% |