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 | $114,325 | $152,587-25.1% | $125,175-8.7% | $152,861-25.2% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.4%-38.0pp |
| Annual return | 6.26% | 54.84%-48.6pp | 43.79%-37.5pp | 345.32%-339.1pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,398 | $5,868-59.1% | $4,937-51.4% | $5,850-59.0% |
| Admin fee / account holder | $11,761 | $13,434-12.5% | $9,702+21.2% | $11,596+1.4% |