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 | $123,726 | $74,888+65.2% | $71,209+73.8% | $142,382-13.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 11.42% | 345.14%-333.7pp | 282.51%-271.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,443 | $2,854-14.4% | $2,721-10.2% | $4,299-43.2% |
| Participant deferral / active EE | $5,682 | $4,454+27.6% | $4,175+36.1% | $6,507-12.7% |
| Admin fee / account holder | $4,226 | $5,568-24.1% | $5,349-21.0% | $12,624-66.5% |