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 | $175,611 | $80,673+117.7% | $101,326+73.3% | $84,808+107.1% |
| Participation rate | 66.7% | 77.8%-11.1pp | 81.5%-14.8pp | 68.3%-1.6pp |
| Annual return | 11.47% | 38.95%-27.5pp | 36.82%-25.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $747 | $2,698-72.3% | $3,665-79.6% | $2,631-71.6% |
| Participant deferral / active EE | $8,375 | $6,840+22.4% | $7,994+4.8% | $4,212+98.9% |
| Admin fee / account holder | $32,066 | $12,784+150.8% | $11,185+186.7% | $7,344+336.6% |