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 | $26,384 | $58,264-54.7% | $86,612-69.5% | $71,457-63.1% |
| Participation rate | 45.0% | 65.0%-20.0pp | 71.7%-26.7pp | 67.9%-23.0pp |
| Annual return | 7.06% | 21.63%-14.6pp | 591.07%-584.0pp | 28.85%-21.8pp |
| Employer contribution / active EE | $568 | $2,574-77.9% | $3,022-81.2% | $2,588-78.1% |
| Participant deferral / active EE | $646 | $3,436-81.2% | $4,438-85.4% | $4,289-84.9% |
| Admin fee / account holder | $3,821 | $1,057+261.4% | $5,614-31.9% | $1,587+140.7% |