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 | $69,286 | $58,523+18.4% | $99,443-30.3% | $72,985-5.1% |
| Participation rate | 55.6% | 64.6%-9.1pp | 73.8%-18.3pp | 69.5%-13.9pp |
| Annual return | 3.62% | 28.51%-24.9pp | 30.72%-27.1pp | 81.00%-77.4pp |
| Employer contribution / active EE | $1,266 | $1,512-16.3% | $2,540-50.2% | $2,440-48.1% |
| Participant deferral / active EE | $2,729 | $2,606+4.7% | $3,619-24.6% | $3,607-24.3% |
| Admin fee / account holder | $4,233 | $4,102+3.2% | $6,250-32.3% | $5,124-17.4% |