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 | $95,722 | $74,927+27.8% | $101,794-6.0% | $84,808+12.9% |
| Participation rate | 32.8% | 61.4%-28.6pp | 69.2%-36.4pp | 68.3%-35.5pp |
| Annual return | 10.22% | 18.70%-8.5pp | 30.53%-20.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,258 | $3,099-27.1% | $4,084-44.7% | $4,212-46.4% |
| Admin fee / account holder | $5,072 | $6,514-22.1% | $8,777-42.2% | $7,344-30.9% |