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 | $48,546 | $78,926-38.5% | $136,749-64.5% | $84,808-42.8% |
| Participation rate | 43.9% | 62.2%-18.3pp | 72.1%-28.3pp | 68.3%-24.5pp |
| Annual return | 11.78% | 18.17%-6.4pp | 24.33%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,018 | $2,134-52.3% | $3,400-70.0% | $2,631-61.3% |
| Participant deferral / active EE | $1,352 | $3,168-57.3% | $4,692-71.2% | $4,212-67.9% |
| Admin fee / account holder | $6,797 | $6,369+6.7% | $11,386-40.3% | $7,344-7.4% |