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 9-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 | $50,289 | $70,428-28.6% | $96,562-47.9% | $85,850-41.4% |
| Participation rate | 46.4% | 61.8%-15.4pp | 69.8%-23.4pp | 69.3%-22.9pp |
| Annual return | 10.33% | 18.59%-8.3pp | 37.78%-27.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $758 | $1,413-46.3% | $2,356-67.8% | $2,565-70.4% |
| Participant deferral / active EE | $2,227 | $2,894-23.0% | $3,849-42.1% | $3,952-43.6% |
| Admin fee / account holder | $3,543 | $4,997-29.1% | $6,181-42.7% | $6,260-43.4% |