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 | $74,987 | $89,753-16.5% | $107,525-30.3% | $84,808-11.6% |
| Participation rate | 43.2% | 68.1%-24.9pp | 75.1%-31.9pp | 68.3%-25.1pp |
| Annual return | 10.07% | 29.48%-19.4pp | 181.32%-171.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $759 | $3,113-75.6% | $3,754-79.8% | $2,631-71.2% |
| Participant deferral / active EE | $3,035 | $4,056-25.2% | $5,116-40.7% | $4,212-27.9% |
| Admin fee / account holder | $5,198 | $7,222-28.0% | $8,919-41.7% | $7,344-29.2% |