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 9-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.
Participant 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 | $27,991 | $81,460-65.6% | $103,333-72.9% | $80,856-65.4% |
| Participation rate | 51.5% | 66.8%-15.3pp | 74.5%-23.0pp | 67.6%-16.1pp |
| Annual return | 9.49% | 25.55%-16.1pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,057 | $3,105-66.0% | $3,868-72.7% | $2,755-61.6% |
| Participant deferral / active EE | $1,367 | $3,869-64.7% | $5,057-73.0% | $4,296-68.2% |
| Admin fee / account holder | $1,506 | $6,566-77.1% | $8,355-82.0% | $6,918-78.2% |