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 | $26,982 | $92,222-70.7% | $76,768-64.9% | $135,375-80.1% |
| Participation rate | 55.0% | 79.8%-24.8pp | 77.0%-22.0pp | 82.6%-27.6pp |
| Annual return | -10.58% | 5.46%-16.0pp | 2.43%-13.0pp | 519.73%-530.3pp |
| Employer contribution / active EE | $645 | $3,216-79.9% | $2,485-74.0% | $4,779-86.5% |
| Participant deferral / active EE | $3,239 | $4,509-28.2% | $3,852-15.9% | $5,609-42.3% |
| Admin fee / account holder | $604 | $10,748-94.4% | $6,675-91.0% | $10,827-94.4% |