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 9-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 | $33,033 | $100,923-67.3% | $150,045-78.0% | $74,304-55.5% |
| Participation rate | 18.3% | 70.1%-51.8pp | 82.3%-64.0pp | 60.3%-42.1pp |
| Annual return | 14.37% | 51.77%-37.4pp | 62.55%-48.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,900 | $6,709-71.7% | $7,997-76.2% | $3,767-49.6% |
| Admin fee / account holder | $7,257 | $2,767+162.3% | $13,435-46.0% | $2,969+144.4% |