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.
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 | $101,539 | $118,849-14.6% | $96,562+5.2% | $167,490-39.4% |
| Participation rate | 12.5% | 75.5%-63.0pp | 69.8%-57.3pp | 82.1%-69.6pp |
| Annual return | 0.31% | 50.49%-50.2pp | 37.78%-37.5pp | 478.56%-478.2pp |
| Employer contribution / active EE | $300 | $3,120-90.4% | $2,356-87.3% | $4,837-93.8% |
| Participant deferral / active EE | $2,469 | $4,616-46.5% | $3,849-35.9% | $6,341-61.1% |
| Admin fee / account holder | $955 | $8,065-88.2% | $6,181-84.5% | $12,309-92.2% |