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 9-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 | $51,465 | $81,900-37.2% | $119,609-57.0% | $68,494-24.9% |
| Participation rate | 20.0% | 71.9%-51.9pp | 79.3%-59.3pp | 67.9%-47.9pp |
| Annual return | -19.51% | -23.82%+4.3pp | -14.97%-4.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,556 | $4,148-38.4% | $5,602-54.4% | $4,027-36.5% |
| Admin fee / account holder | $326 | $6,582-95.0% | $10,323-96.8% | $5,403-94.0% |