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.
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 | $23,427 | $159,901-85.3% | $146,958-84.1% | $145,922-83.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 2.40% | 98.13%-95.7pp | 418.34%-415.9pp | 561.29%-558.9pp |
| Employer contribution / active EE | $2,518 | $5,286-52.4% | $4,933-49.0% | $4,660-46.0% |
| Participant deferral / active EE | $2,451 | $8,428-70.9% | $8,070-69.6% | $6,688-63.3% |
| Admin fee / account holder | $1,765 | $15,044-88.3% | $12,998-86.4% | $13,397-86.8% |