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 9-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 | $31,440 | $58,264-46.0% | $86,612-63.7% | $71,457-56.0% |
| Participation rate | 25.2% | 65.0%-39.8pp | 71.7%-46.5pp | 67.9%-42.8pp |
| Annual return | 12.25% | 21.63%-9.4pp | 591.07%-578.8pp | 28.85%-16.6pp |
| Employer contribution / active EE | $504 | $2,574-80.4% | $3,022-83.3% | $2,588-80.5% |
| Participant deferral / active EE | $1,329 | $3,436-61.3% | $4,438-70.0% | $4,289-69.0% |
| Admin fee / account holder | $1,034 | $1,057-2.2% | $5,614-81.6% | $1,587-34.9% |