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 | $43,394 | $80,753-46.3% | $136,294-68.2% | $62,292-30.3% |
| Participation rate | 62.6% | 73.5%-10.9pp | 81.9%-19.3pp | 69.5%-6.9pp |
| Annual return | 15.00% | 35.83%-20.8pp | 5155.94%-5140.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $658 | $2,884-77.2% | $4,695-86.0% | $2,042-67.8% |
| Participant deferral / active EE | $4,077 | $5,164-21.1% | $6,247-34.7% | $3,169+28.6% |
| Admin fee / account holder | $2,239 | $525+326.1% | $9,243-75.8% | $479+367.0% |