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 9-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 | $9,296 | $34,308-72.9% | $74,701-87.6% | $72,985-87.3% |
| Participation rate | 20.9% | 42.4%-21.5pp | 54.5%-33.5pp | 69.5%-48.6pp |
| Annual return | 17.19% | 26.58%-9.4pp | 752.92%-735.7pp | 81.00%-63.8pp |
| Employer contribution / active EE | $162 | $692-76.6% | $1,084-85.0% | $2,440-93.4% |
| Participant deferral / active EE | $549 | $1,271-56.8% | $1,964-72.1% | $3,607-84.8% |
| Admin fee / account holder | $1,476 | $2,124-30.5% | $3,333-55.7% | $5,124-71.2% |