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 | $97,450 | $95,803+1.7% | $113,168-13.9% | $84,808+14.9% |
| Participation rate | 69.2% | 72.9%-3.6pp | 76.6%-7.3pp | 68.3%+0.9pp |
| Annual return | 12.17% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,487 | $2,360+47.8% | $2,975+17.2% | $2,631+32.5% |
| Participant deferral / active EE | $6,057 | $4,242+42.8% | $5,107+18.6% | $4,212+43.8% |
| Admin fee / account holder | $11,111 | $8,989+23.6% | $12,068-7.9% | $7,344+51.3% |