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 5-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 | $23,505 | $86,699-72.9% | $73,307-67.9% | $125,391-81.3% |
| Participation rate | 61.5% | 78.6%-17.1pp | 74.9%-13.4pp | 83.2%-21.7pp |
| Annual return | -5.71% | 2.78%-8.5pp | 5.67%-11.4pp | 282.22%-287.9pp |
| Employer contribution / active EE | $2,084 | $4,152-49.8% | $3,237-35.6% | $4,866-57.2% |
| Participant deferral / active EE | $3,831 | $5,550-31.0% | $4,991-23.3% | $5,352-28.4% |
| Admin fee / account holder | $304 | $7,771-96.1% | $5,637-94.6% | $9,540-96.8% |