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 7-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 | $7,452 | $25,014-70.2% | $69,647-89.3% | $80,856-90.8% |
| Participation rate | 17.1% | 64.2%-47.2pp | 66.5%-49.4pp | 67.6%-50.6pp |
| Annual return | -48.93% | 19.07%-68.0pp | 100.48%-149.4pp | 35.59%-84.5pp |
| Employer contribution / active EE | $357 | $993-64.1% | $1,712-79.2% | $2,755-87.1% |
| Participant deferral / active EE | $534 | $1,839-70.9% | $2,886-81.5% | $4,296-87.6% |
| Admin fee / account holder | $1,158 | $2,488-53.5% | $4,713-75.4% | $6,918-83.3% |