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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,759 | $51,466+12.2% | $78,778-26.7% | $62,292-7.3% |
| Participation rate | 28.7% | 59.8%-31.0pp | 69.2%-40.4pp | 69.5%-40.8pp |
| Annual return | 17.24% | 19.96%-2.7pp | 35.62%-18.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,202 | $2,147-44.0% | $2,958-59.4% | $3,169-62.1% |
| Admin fee / account holder | $387 | $489-20.8% | $5,134-92.5% | $479-19.2% |