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 | $71,430 | $56,114+27.3% | $96,139-25.7% | $85,850-16.8% |
| Participation rate | 18.6% | 56.7%-38.1pp | 68.4%-49.8pp | 69.3%-50.7pp |
| Annual return | 8.03% | 42.30%-34.3pp | 191.94%-183.9pp | 318.53%-310.5pp |
| Employer contribution / active EE | $325 | $1,620-79.9% | $2,797-88.4% | $2,565-87.3% |
| Participant deferral / active EE | $742 | $2,859-74.1% | $4,349-82.9% | $3,952-81.2% |
| Admin fee / account holder | $3,475 | $3,768-7.8% | $5,537-37.2% | $6,260-44.5% |