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 | $58,702 | $109,413-46.3% | $156,263-62.4% | $84,808-30.8% |
| Participation rate | 40.0% | 72.7%-32.7pp | 78.9%-38.9pp | 68.3%-28.3pp |
| Annual return | 12.49% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $816 | $2,907-71.9% | $4,333-81.2% | $2,631-69.0% |
| Participant deferral / active EE | $1,480 | $4,590-67.7% | $6,158-76.0% | $4,212-64.9% |
| Admin fee / account holder | $6,831 | $9,357-27.0% | $14,255-52.1% | $7,344-7.0% |