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 | $51,145 | $54,541-6.2% | $78,778-35.1% | $70,131-27.1% |
| Participation rate | 56.4% | 60.8%-4.4pp | 69.2%-12.8pp | 69.5%-13.1pp |
| Annual return | 10.63% | 21.07%-10.4pp | 35.62%-25.0pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,187 | $1,089+9.0% | $1,986-40.2% | $2,342-49.3% |
| Participant deferral / active EE | $3,137 | $2,210+41.9% | $2,958+6.0% | $3,332-5.9% |
| Admin fee / account holder | $5,494 | $3,709+48.1% | $5,134+7.0% | $4,645+18.3% |