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 | $137,090 | $49,915+174.6% | $154,803-11.4% | $74,304+84.5% |
| Participation rate | 26.4% | 54.0%-27.6pp | 78.1%-51.7pp | 60.3%-33.9pp |
| Annual return | 9.40% | 34.06%-24.7pp | 58.88%-49.5pp | 29.43%-20.0pp |
| Employer contribution / active EE | $955 | $1,611-40.7% | $4,305-77.8% | $2,241-57.4% |
| Participant deferral / active EE | $2,481 | $2,255+10.0% | $5,540-55.2% | $3,767-34.2% |
| Admin fee / account holder | $13,729 | $2,189+527.2% | $14,329-4.2% | $2,969+362.4% |