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 | $85,389 | $53,822+58.7% | $75,696+12.8% | $85,850-0.5% |
| Participation rate | 45.5% | 69.1%-23.6pp | 74.8%-29.4pp | 69.3%-23.9pp |
| Annual return | 9.10% | 24.54%-15.4pp | 104.53%-95.4pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,040 | $2,017-48.5% | $2,743-62.1% | $2,565-59.5% |
| Participant deferral / active EE | $2,619 | $2,895-9.6% | $3,821-31.5% | $3,952-33.7% |
| Admin fee / account holder | $9,768 | $3,343+192.2% | $3,619+169.9% | $6,260+56.0% |