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 | $22,088 | $54,350-59.4% | $82,719-73.3% | $68,494-67.8% |
| Participation rate | 27.5% | 63.9%-36.4pp | 72.6%-45.1pp | 67.9%-40.4pp |
| Annual return | -21.81% | -13.67%-8.1pp | 701.18%-723.0pp | -7.84%-14.0pp |
| Employer contribution / active EE | $233 | $2,218-89.5% | $3,009-92.2% | $2,596-91.0% |
| Participant deferral / active EE | $1,276 | $3,246-60.7% | $4,395-71.0% | $4,027-68.3% |
| Admin fee / account holder | $564 | $4,395-87.2% | $5,329-89.4% | $5,403-89.6% |