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 | $27,801 | $88,751-68.7% | $81,812-66.0% | $145,922-80.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 5.11% | 1025.40%-1020.3pp | 773.79%-768.7pp | 561.29%-556.2pp |
| Employer contribution / active EE | $673 | $3,083-78.2% | $2,912-76.9% | $4,660-85.6% |
| Participant deferral / active EE | $3,454 | $4,643-25.6% | $4,319-20.0% | $6,688-48.4% |
| Admin fee / account holder | $532 | $8,415-93.7% | $7,386-92.8% | $13,397-96.0% |