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 5-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 | $23,451 | $58,208-59.7% | $81,812-71.3% | $80,856-71.0% |
| Participation rate | 48.0% | 63.4%-15.4pp | 72.3%-24.3pp | 67.6%-19.6pp |
| Annual return | 5.49% | 41.66%-36.2pp | 773.79%-768.3pp | 35.59%-30.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,334 | $3,281-28.9% | $4,319-46.0% | $4,296-45.7% |
| Admin fee / account holder | $1,545 | $4,981-69.0% | $7,386-79.1% | $6,918-77.7% |