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 | $83,878 | $157,256-46.7% | $141,162-40.6% | $152,861-45.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 10.11% | 64.32%-54.2pp | 71.39%-61.3pp | 345.32%-335.2pp |
| Employer contribution / active EE | $2,167 | $5,261-58.8% | $4,735-54.2% | $4,762-54.5% |
| Participant deferral / active EE | $6,559 | $7,109-7.7% | $6,709-2.2% | $5,850+12.1% |
| Admin fee / account holder | $904 | $12,120-92.5% | $10,261-91.2% | $11,596-92.2% |