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 | $131,970 | $78,672+67.7% | $109,143+20.9% | $85,850+53.7% |
| Participation rate | 46.7% | 68.3%-21.6pp | 75.9%-29.2pp | 69.3%-22.6pp |
| Annual return | 8.54% | 25.09%-16.5pp | 25.75%-17.2pp | 318.53%-310.0pp |
| Employer contribution / active EE | $926 | $2,735-66.1% | $3,722-75.1% | $2,565-63.9% |
| Participant deferral / active EE | $2,344 | $3,467-32.4% | $4,653-49.6% | $3,952-40.7% |
| Admin fee / account holder | $2,072 | $5,469-62.1% | $6,752-69.3% | $6,260-66.9% |