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 9-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 | $106,221 | $74,888+41.8% | $71,209+49.2% | $142,382-25.4% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.1%-25.6pp |
| Annual return | 8.17% | 345.14%-337.0pp | 282.51%-274.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $3,432 | $2,854+20.2% | $2,721+26.1% | $4,299-20.2% |
| Participant deferral / active EE | $8,679 | $4,454+94.8% | $4,175+107.9% | $6,507+33.4% |
| Admin fee / account holder | $974 | $5,568-82.5% | $5,349-81.8% | $12,624-92.3% |