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 | $78,504 | $150,187-47.7% | $120,354-34.8% | $145,922-46.2% |
| Participation rate | 61.9% | 78.8%-16.9pp | 71.9%-10.0pp | 80.3%-18.4pp |
| Annual return | 7.82% | 154.07%-146.2pp | 107.15%-99.3pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,119 | $4,348-74.3% | $3,463-67.7% | $4,660-76.0% |
| Participant deferral / active EE | $2,938 | $6,173-52.4% | $4,991-41.1% | $6,688-56.1% |
| Admin fee / account holder | $578 | $12,207-95.3% | $9,423-93.9% | $13,397-95.7% |