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 | $32,347 | $29,660+9.1% | $56,411-42.7% | $80,856-60.0% |
| Participation rate | 14.0% | 41.6%-27.7pp | 52.5%-38.5pp | 67.6%-53.7pp |
| Annual return | 9.53% | 35.23%-25.7pp | 1701.33%-1691.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $86 | $669-87.1% | $1,039-91.7% | $2,755-96.9% |
| Participant deferral / active EE | $325 | $1,226-73.5% | $1,952-83.3% | $4,296-92.4% |
| Admin fee / account holder | $4,495 | $2,428+85.1% | $2,829+58.9% | $6,918-35.0% |