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 | $40,841 | $86,286-52.7% | $111,297-63.3% | $85,850-52.4% |
| Participation rate | 66.2% | 73.3%-7.2pp | 77.3%-11.1pp | 69.3%-3.1pp |
| Annual return | 6.70% | 19.99%-13.3pp | 54.65%-47.9pp | 318.53%-311.8pp |
| Employer contribution / active EE | $1,231 | $2,043-39.7% | $2,731-54.9% | $2,565-52.0% |
| Participant deferral / active EE | $2,194 | $3,641-39.7% | $4,487-51.1% | $3,952-44.5% |
| Admin fee / account holder | $578 | $8,188-92.9% | $7,964-92.7% | $6,260-90.8% |