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 | $91,501 | $86,929+5.3% | $102,423-10.7% | $80,856+13.2% |
| Participation rate | 45.5% | 72.4%-26.9pp | 76.5%-31.0pp | 67.6%-22.2pp |
| Annual return | 7.94% | 18.88%-10.9pp | 29.32%-21.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,280 | $2,369-46.0% | $3,023-57.7% | $2,755-53.5% |
| Participant deferral / active EE | $2,802 | $4,118-32.0% | $5,053-44.5% | $4,296-34.8% |
| Admin fee / account holder | $7,876 | $8,049-2.1% | $9,451-16.7% | $6,918+13.9% |