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 | $45,016 | $180,449-75.1% | $154,107-70.8% | $135,375-66.7% |
| Participation rate | 47.1% | 87.4%-40.4pp | 83.0%-36.0pp | 82.6%-35.6pp |
| Annual return | -8.94% | 888.09%-897.0pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $7,353 | $6,035+21.8% | $5,298+38.8% | $4,779+53.9% |
| Participant deferral / active EE | $2,436 | $5,806-58.0% | $5,081-52.1% | $5,609-56.6% |
| Admin fee / account holder | $1,710 | $16,143-89.4% | $13,411-87.3% | $10,827-84.2% |