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 | $33,616 | $81,248-58.6% | $155,509-78.4% | $80,856-58.4% |
| Participation rate | 24.4% | 66.2%-41.8pp | 78.2%-53.7pp | 67.6%-43.2pp |
| Annual return | 7.13% | 33.31%-26.2pp | 64.67%-57.5pp | 35.59%-28.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,398 | $3,452-59.5% | $5,626-75.1% | $4,296-67.4% |
| Admin fee / account holder | $16,212 | $7,997+102.7% | $15,912+1.9% | $6,918+134.3% |