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 5-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 | $25,929 | $102,317-74.7% | $146,958-82.4% | $80,856-67.9% |
| Participation rate | 10.6% | 75.8%-65.2pp | 82.2%-71.5pp | 67.6%-57.0pp |
| Annual return | 7.23% | 134.76%-127.5pp | 418.34%-411.1pp | 35.59%-28.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,364 | $6,644-79.5% | $8,070-83.1% | $4,296-68.3% |
| Admin fee / account holder | $13,477 | $7,941+69.7% | $12,998+3.7% | $6,918+94.8% |