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 7-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 | $27,171 | $49,922-45.6% | $80,569-66.3% | $75,163-63.9% |
| Participation rate | 29.7% | 55.3%-25.6pp | 67.0%-37.3pp | 67.2%-37.5pp |
| Annual return | 13.13% | 34.69%-21.6pp | 935.43%-922.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $633 | $1,698-62.7% | $2,723-76.8% | $2,670-76.3% |
| Participant deferral / active EE | $1,393 | $2,990-53.4% | $4,447-68.7% | $4,125-66.2% |
| Admin fee / account holder | $3,515 | $3,577-1.7% | $5,377-34.6% | $5,651-37.8% |