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 | $33,753 | $80,717-58.2% | $154,803-78.2% | $84,808-60.2% |
| Participation rate | 17.4% | 66.8%-49.4pp | 78.1%-60.7pp | 68.3%-50.9pp |
| Annual return | 11.48% | 37.96%-26.5pp | 58.88%-47.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $233 | $2,761-91.5% | $4,305-94.6% | $2,631-91.1% |
| Participant deferral / active EE | $935 | $3,303-71.7% | $5,540-83.1% | $4,212-77.8% |
| Admin fee / account holder | $2,768 | $6,746-59.0% | $14,329-80.7% | $7,344-62.3% |