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 | $21,816 | $32,037-31.9% | $69,182-68.5% | $62,891-65.3% |
| Participation rate | 25.0% | 43.4%-18.4pp | 55.1%-30.1pp | 69.3%-44.3pp |
| Annual return | 4.16% | 15.16%-11.0pp | -21.93%+26.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $514 | $1,185-56.6% | $1,897-72.9% | $3,203-83.9% |
| Admin fee / account holder | $1,780 | $2,608-31.7% | $2,697-34.0% | $4,296-58.6% |