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 | $107,334 | $87,870+22.2% | $113,168-5.2% | $74,304+44.5% |
| Participation rate | 21.6% | 70.7%-49.1pp | 76.6%-54.9pp | 60.3%-38.7pp |
| Annual return | 11.93% | 26.44%-14.5pp | 24.27%-12.3pp | 29.43%-17.5pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $670 | $4,241-84.2% | $5,107-86.9% | $3,767-82.2% |
| Admin fee / account holder | $1,063 | $3,368-68.5% | $12,068-91.2% | $2,969-64.2% |