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.
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 | $30,978 | $60,124-48.5% | $90,404-65.7% | $79,858-61.2% |
| Participation rate | 15.8% | 65.0%-49.2pp | 72.7%-56.9pp | 69.6%-53.8pp |
| Annual return | 8.04% | 71.94%-63.9pp | 1293.02%-1285.0pp | 31.71%-23.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $547 | $2,938-81.4% | $3,963-86.2% | $3,740-85.4% |
| Admin fee / account holder | $34,422 | $3,976+765.6% | $5,611+513.5% | $5,306+548.7% |