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.
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 | $107,911 | $70,669+52.7% | $169,368-36.3% | $75,163+43.6% |
| Participation rate | 12.2% | 64.8%-52.6pp | 77.1%-65.0pp | 67.2%-55.0pp |
| Annual return | 8.17% | 36.36%-28.2pp | 405.60%-397.4pp | 160.62%-152.4pp |
| Employer contribution / active EE | $813 | $2,211-63.2% | $4,013-79.7% | $2,670-69.5% |
| Participant deferral / active EE | $2,006 | $4,311-53.5% | $6,221-67.8% | $4,125-51.4% |
| Admin fee / account holder | $34,909 | $5,402+546.2% | $9,003+287.7% | $5,651+517.8% |