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 | $50,755 | $54,380-6.7% | $68,509-25.9% | $59,632-14.9% |
| Participation rate | 61.0% | 70.2%-9.2pp | 74.7%-13.8pp | 68.7%-7.7pp |
| Annual return | -2.57% | 2.83%-5.4pp | 8.27%-10.8pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,284 | $2,643-13.6% | $3,382-32.5% | $3,192-28.4% |
| Admin fee / account holder | $3,614 | $3,885-7.0% | $5,275-31.5% | $4,297-15.9% |