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.
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 | $97,771 | $53,053+84.3% | $126,539-22.7% | $74,304+31.6% |
| Participation rate | 18.8% | 48.0%-29.2pp | 69.8%-51.0pp | 60.3%-41.5pp |
| Annual return | 12.45% | 29.46%-17.0pp | 425.95%-413.5pp | 29.43%-17.0pp |
| Employer contribution / active EE | $325 | $1,168-72.2% | $3,674-91.2% | $2,241-85.5% |
| Participant deferral / active EE | $496 | $2,303-78.5% | $4,083-87.9% | $3,767-86.8% |
| Admin fee / account holder | $3,928 | $3,698+6.2% | $6,065-35.2% | $2,969+32.3% |