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 | $85,471 | $70,669+20.9% | $169,368-49.5% | $75,163+13.7% |
| Participation rate | 37.0% | 64.8%-27.8pp | 77.1%-40.2pp | 67.2%-30.2pp |
| Annual return | 12.12% | 36.36%-24.2pp | 405.60%-393.5pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,401 | $2,211-36.6% | $4,013-65.1% | $2,670-47.5% |
| Participant deferral / active EE | $2,079 | $4,311-51.8% | $6,221-66.6% | $4,125-49.6% |
| Admin fee / account holder | $1,451 | $5,402-73.1% | $9,003-83.9% | $5,651-74.3% |