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 6-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 | $14,201 | $31,310-54.6% | $53,898-73.7% | $74,304-80.9% |
| Participation rate | 38.2% | 30.7%+7.5pp | 55.0%-16.7pp | 60.3%-22.1pp |
| Annual return | 12.00% | 23.16%-11.2pp | 528.60%-516.6pp | 29.43%-17.4pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,521 | $934+62.8% | $1,826-16.7% | $3,767-59.6% |
| Admin fee / account holder | $2,708 | $2,175+24.5% | $2,491+8.7% | $2,969-8.8% |