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 | $38,898 | $58,512-33.5% | $84,015-53.7% | $72,985-46.7% |
| Participation rate | 54.3% | 61.2%-7.0pp | 69.0%-14.8pp | 69.5%-15.2pp |
| Annual return | 13.52% | 28.93%-15.4pp | 71.31%-57.8pp | 81.00%-67.5pp |
| Employer contribution / active EE | $79 | $1,163-93.2% | $1,983-96.0% | $2,440-96.8% |
| Participant deferral / active EE | $1,772 | $2,394-26.0% | $3,239-45.3% | $3,607-50.9% |
| Admin fee / account holder | $6,961 | $4,569+52.4% | $6,101+14.1% | $5,124+35.8% |