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 | $44,852 | $86,286-48.0% | $111,297-59.7% | $85,850-47.8% |
| Participation rate | 69.0% | 73.3%-4.4pp | 77.3%-8.3pp | 69.3%-0.3pp |
| Annual return | 6.26% | 19.99%-13.7pp | 54.65%-48.4pp | 318.53%-312.3pp |
| Employer contribution / active EE | $594 | $2,043-71.0% | $2,731-78.3% | $2,565-76.9% |
| Participant deferral / active EE | $3,506 | $3,641-3.7% | $4,487-21.9% | $3,952-11.3% |
| Admin fee / account holder | $441 | $8,188-94.6% | $7,964-94.5% | $6,260-93.0% |