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 | $56,155 | $76,000-26.1% | $154,107-63.6% | $64,186-12.5% |
| Participation rate | 69.8% | 70.4%-0.6pp | 83.0%-13.2pp | 69.6%+0.2pp |
| Annual return | -8.23% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,333 | $3,351-30.4% | $5,298-56.0% | $2,381-2.0% |
| Participant deferral / active EE | $3,359 | $3,175+5.8% | $5,081-33.9% | $3,470-3.2% |
| Admin fee / account holder | $1,082 | $5,596-80.7% | $13,411-91.9% | $4,888-77.9% |