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 | $56,102 | $57,354-2.2% | $83,848-33.1% | $64,186-12.6% |
| Participation rate | 53.1% | 68.6%-15.5pp | 76.1%-23.1pp | 69.6%-16.5pp |
| Annual return | -9.01% | 11.38%-20.4pp | 850.88%-859.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,219 | $2,993+7.6% | $4,082-21.1% | $3,470-7.2% |
| Admin fee / account holder | $1,800 | $4,046-55.5% | $5,478-67.1% | $4,888-63.2% |