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 | $74,240 | $81,208-8.6% | $98,907-24.9% | $79,858-7.0% |
| Participation rate | 47.7% | 72.5%-24.8pp | 76.0%-28.3pp | 69.6%-21.9pp |
| Annual return | 4.48% | 60.99%-56.5pp | 196.43%-192.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,989 | $3,265-8.4% | $4,244-29.6% | $3,740-20.1% |
| Admin fee / account holder | $10,146 | $6,013+68.7% | $6,642+52.8% | $5,306+91.2% |