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 7-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 | $52,183 | $72,012-27.5% | $185,823-71.9% | $79,858-34.7% |
| Participation rate | 51.4% | 65.8%-14.3pp | 78.0%-26.6pp | 69.6%-18.2pp |
| Annual return | -0.55% | 23.12%-23.7pp | 35.95%-36.5pp | 31.71%-32.3pp |
| Employer contribution / active EE | $264 | $1,965-86.5% | $4,087-93.5% | $2,471-89.3% |
| Participant deferral / active EE | $1,944 | $3,779-48.6% | $5,632-65.5% | $3,740-48.0% |
| Admin fee / account holder | $802 | $4,513-82.2% | $9,500-91.6% | $5,306-84.9% |