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 4-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 | $11,044 | $81,248-86.4% | $155,509-92.9% | $80,856-86.3% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.7pp | 67.6%-23.2pp |
| Annual return | 9.25% | 33.31%-24.1pp | 64.67%-55.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $209 | $3,100-93.3% | $4,672-95.5% | $2,755-92.4% |
| Participant deferral / active EE | $3,040 | $3,452-11.9% | $5,626-46.0% | $4,296-29.2% |
| Admin fee / account holder | $2,126 | $7,997-73.4% | $15,912-86.6% | $6,918-69.3% |