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 | $177,332 | $80,717+119.7% | $154,803+14.6% | $84,808+109.1% |
| Participation rate | 52.0% | 66.8%-14.8pp | 78.1%-26.1pp | 68.3%-16.3pp |
| Annual return | 12.13% | 37.96%-25.8pp | 58.88%-46.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,268 | $2,761-54.1% | $4,305-70.5% | $2,631-51.8% |
| Participant deferral / active EE | $2,818 | $3,303-14.7% | $5,540-49.1% | $4,212-33.1% |
| Admin fee / account holder | $2,627 | $6,746-61.0% | $14,329-81.7% | $7,344-64.2% |