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 | $58,922 | $72,404-18.6% | $110,238-46.6% | $64,186-8.2% |
| Participation rate | 67.1% | 73.3%-6.3pp | 79.8%-12.7pp | 69.6%-2.5pp |
| Annual return | -8.03% | -6.29%-1.7pp | 314.74%-322.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,124 | $2,282+36.9% | $3,826-18.3% | $2,381+31.2% |
| Participant deferral / active EE | $4,852 | $3,469+39.9% | $4,672+3.9% | $3,470+39.8% |
| Admin fee / account holder | $4,301 | $5,664-24.1% | $8,547-49.7% | $4,888-12.0% |