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 4-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 | $12,667 | $49,915-74.6% | $154,803-91.8% | $74,304-83.0% |
| Participation rate | 14.5% | 54.0%-39.5pp | 78.1%-63.6pp | 60.3%-45.9pp |
| Annual return | 9.25% | 34.06%-24.8pp | 58.88%-49.6pp | 29.43%-20.2pp |
| Employer contribution / active EE | $254 | $1,611-84.2% | $4,305-94.1% | $2,241-88.7% |
| Participant deferral / active EE | $520 | $2,255-77.0% | $5,540-90.6% | $3,767-86.2% |
| Admin fee / account holder | $2,069 | $2,189-5.5% | $14,329-85.6% | $2,969-30.3% |