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.
Participant 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 | $208,847 | $65,395+219.4% | $182,532+14.4% | $72,985+186.2% |
| Participation rate | 8.1% | 65.4%-57.3pp | 78.0%-69.9pp | 69.5%-61.4pp |
| Annual return | 10.77% | 27.68%-16.9pp | 148.54%-137.8pp | 81.00%-70.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $715 | $3,563-79.9% | $5,524-87.1% | $3,607-80.2% |
| Admin fee / account holder | $8,329 | $4,245+96.2% | $8,592-3.1% | $5,124+62.5% |