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 | $48,919 | $95,416-48.7% | $185,823-73.7% | $85,850-43.0% |
| Participation rate | 38.3% | 68.8%-30.5pp | 81.7%-43.4pp | 69.3%-31.0pp |
| Annual return | 11.02% | 23.59%-12.6pp | 122.05%-111.0pp | 318.53%-307.5pp |
| Employer contribution / active EE | $611 | $3,314-81.6% | $5,167-88.2% | $2,565-76.2% |
| Participant deferral / active EE | $919 | $3,423-73.2% | $5,568-83.5% | $3,952-76.7% |
| Admin fee / account holder | $2,596 | $7,213-64.0% | $16,237-84.0% | $6,260-58.5% |