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 8-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 | $41,375 | $102,966-59.8% | $90,281-54.2% | $152,861-72.9% |
| Participation rate | 27.3% | 75.9%-48.6pp | 73.3%-46.0pp | 82.4%-55.2pp |
| Annual return | 8.24% | 95.16%-86.9pp | 78.10%-69.9pp | 345.32%-337.1pp |
| Employer contribution / active EE | -$11 | $3,139-100.3% | $2,854-100.4% | $4,762-100.2% |
| Participant deferral / active EE | $1,465 | $4,281-65.8% | $3,885-62.3% | $5,850-75.0% |
| Admin fee / account holder | $5,017 | $6,171-18.7% | $5,351-6.2% | $11,596-56.7% |