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 | $51,446 | $98,750-47.9% | $149,696-65.6% | $79,858-35.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 6.99% | 27.43%-20.4pp | 276.60%-269.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $747 | $3,216-76.8% | $4,644-83.9% | $2,471-69.8% |
| Participant deferral / active EE | $1,332 | $5,680-76.6% | $6,842-80.5% | $3,740-64.4% |
| Admin fee / account holder | $4,811 | $6,053-20.5% | $9,309-48.3% | $5,306-9.3% |