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 | $60,897 | $39,019+56.1% | $80,716-24.6% | $85,850-29.1% |
| Participation rate | 16.1% | 41.5%-25.5pp | 54.2%-38.1pp | 69.3%-53.2pp |
| Annual return | 9.69% | 26.27%-16.6pp | 87.28%-77.6pp | 318.53%-308.8pp |
| Employer contribution / active EE | $322 | $722-55.4% | $1,160-72.3% | $2,565-87.5% |
| Participant deferral / active EE | $1,230 | $1,326-7.2% | $2,146-42.7% | $3,952-68.9% |
| Admin fee / account holder | $1,342 | $2,431-44.8% | $3,380-60.3% | $6,260-78.6% |