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 | $59,192 | $74,888-21.0% | $71,209-16.9% | $142,382-58.4% |
| Participation rate | 38.9% | 76.2%-37.3pp | 73.8%-34.9pp | 80.1%-41.2pp |
| Annual return | 10.07% | 345.14%-335.1pp | 282.51%-272.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $182 | $2,854-93.6% | $2,721-93.3% | $4,299-95.8% |
| Participant deferral / active EE | $1,312 | $4,454-70.6% | $4,175-68.6% | $6,507-79.8% |
| Admin fee / account holder | $4,482 | $5,568-19.5% | $5,349-16.2% | $12,624-64.5% |