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 | $50,878 | $100,773-49.5% | $88,946-42.8% | $142,382-64.3% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 3.73% | 70.18%-66.4pp | 57.82%-54.1pp | 217.08%-213.3pp |
| Employer contribution / active EE | $954 | $2,918-67.3% | $2,555-62.7% | $4,299-77.8% |
| Participant deferral / active EE | $1,566 | $5,230-70.1% | $4,581-65.8% | $6,507-75.9% |
| Admin fee / account holder | $4,080 | $9,693-57.9% | $8,261-50.6% | $12,624-67.7% |