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 | $132,379 | $93,170+42.1% | $100,534+31.7% | $84,808+56.1% |
| Participation rate | 27.3% | 75.8%-48.6pp | 80.6%-53.3pp | 68.3%-41.0pp |
| Annual return | 6.44% | 47.13%-40.7pp | 32.66%-26.2pp | 40.90%-34.5pp |
| Employer contribution / active EE | $256 | $3,985-93.6% | $4,346-94.1% | $2,631-90.3% |
| Participant deferral / active EE | $2,563 | $5,699-55.0% | $6,144-58.3% | $4,212-39.1% |
| Admin fee / account holder | $41,441 | $7,382+461.4% | $7,654+441.4% | $7,344+464.3% |