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 | $71,159 | $72,404-1.7% | $110,238-35.5% | $64,186+10.9% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -7.97% | -6.29%-1.7pp | 314.74%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,329 | $2,282+2.1% | $3,826-39.1% | $2,381-2.2% |
| Participant deferral / active EE | $4,438 | $3,469+27.9% | $4,672-5.0% | $3,470+27.9% |
| Admin fee / account holder | $788 | $5,664-86.1% | $8,547-90.8% | $4,888-83.9% |