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 | $39,845 | $74,927-46.8% | $101,794-60.9% | $84,808-53.0% |
| Participation rate | 35.8% | 61.4%-25.6pp | 69.2%-33.4pp | 68.3%-32.5pp |
| Annual return | 10.15% | 18.70%-8.5pp | 30.53%-20.4pp | 40.90%-30.7pp |
| Employer contribution / active EE | $288 | $1,522-81.1% | $2,289-87.4% | $2,631-89.0% |
| Participant deferral / active EE | $1,581 | $3,099-49.0% | $4,084-61.3% | $4,212-62.5% |
| Admin fee / account holder | $1,927 | $6,514-70.4% | $8,777-78.1% | $7,344-73.8% |