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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,634 | $49,922+1.4% | $80,569-37.2% | $75,163-32.6% |
| Participation rate | 15.0% | 55.3%-40.3pp | 67.0%-52.0pp | 67.2%-52.2pp |
| Annual return | 11.56% | 34.69%-23.1pp | 935.43%-923.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $239 | $1,698-85.9% | $2,723-91.2% | $2,670-91.0% |
| Participant deferral / active EE | $1,844 | $2,990-38.3% | $4,447-58.5% | $4,125-55.3% |
| Admin fee / account holder | $3,764 | $3,577+5.2% | $5,377-30.0% | $5,651-33.4% |