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 | $164,941 | $83,902+96.6% | $167,512-1.5% | $84,808+94.5% |
| Participation rate | 17.1% | 66.5%-49.4pp | 77.1%-60.0pp | 68.3%-51.2pp |
| Annual return | 10.61% | 91.55%-80.9pp | 1615.79%-1605.2pp | 40.90%-30.3pp |
| Employer contribution / active EE | $585 | $2,264-74.1% | $3,882-84.9% | $2,631-77.8% |
| Participant deferral / active EE | $1,686 | $4,442-62.0% | $6,405-73.7% | $4,212-60.0% |
| Admin fee / account holder | $5,952 | $7,915-24.8% | $9,769-39.1% | $7,344-18.9% |