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 | $67,848 | $78,422-13.5% | $95,952-29.3% | $79,858-15.0% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 9.89% | 19.37%-9.5pp | 91.61%-81.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $397 | $1,945-79.6% | $2,541-84.4% | $2,471-83.9% |
| Participant deferral / active EE | $2,381 | $3,440-30.8% | $4,167-42.9% | $3,740-36.3% |
| Admin fee / account holder | $8,146 | $5,622+44.9% | $6,795+19.9% | $5,306+53.5% |