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 | $54,140 | $98,750-45.2% | $149,696-63.8% | $79,858-32.2% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 8.24% | 27.43%-19.2pp | 276.60%-268.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $674 | $3,216-79.1% | $4,644-85.5% | $2,471-72.7% |
| Participant deferral / active EE | $1,493 | $5,680-73.7% | $6,842-78.2% | $3,740-60.1% |
| Admin fee / account holder | $3,094 | $6,053-48.9% | $9,309-66.8% | $5,306-41.7% |