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 | $97,228 | $135,952-28.5% | $123,892-21.5% | $273,961-64.5% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 2.83% | 56.63%-53.8pp | 47.52%-44.7pp | 41.45%-38.6pp |
| Employer contribution / active EE | $735 | $5,170-85.8% | $4,617-84.1% | $4,869-84.9% |
| Participant deferral / active EE | $2,323 | $6,343-63.4% | $5,984-61.2% | $5,287-56.1% |
| Admin fee / account holder | $9,989 | $9,817+1.7% | $8,357+19.5% | $10,132-1.4% |