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 8-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 | $144,744 | $117,983+22.7% | $101,794+42.2% | $142,382+1.7% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.2%-4.9pp | 80.1%-15.8pp |
| Annual return | 5.40% | 36.92%-31.5pp | 30.53%-25.1pp | 217.08%-211.7pp |
| Employer contribution / active EE | $2,500 | $2,773-9.8% | $2,289+9.2% | $4,299-41.8% |
| Participant deferral / active EE | $9,678 | $4,714+105.3% | $4,084+137.0% | $6,507+48.7% |
| Admin fee / account holder | $653 | $10,433-93.7% | $8,777-92.6% | $12,624-94.8% |