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.
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 | $102,229 | $99,985+2.2% | $146,665-30.3% | $85,850+19.1% |
| Participation rate | 64.2% | 73.1%-8.9pp | 80.1%-15.9pp | 69.3%-5.1pp |
| Annual return | 3.45% | 18.93%-15.5pp | 22.74%-19.3pp | 318.53%-315.1pp |
| Employer contribution / active EE | $2,744 | $2,559+7.3% | $4,136-33.6% | $2,565+7.0% |
| Participant deferral / active EE | $1,743 | $4,006-56.5% | $5,506-68.3% | $3,952-55.9% |
| Admin fee / account holder | $6,747 | $7,702-12.4% | $10,280-34.4% | $6,260+7.8% |