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 | $29,727 | $73,933-59.8% | $96,683-69.3% | $75,163-60.5% |
| Participation rate | 51.6% | 66.4%-14.8pp | 74.3%-22.7pp | 67.2%-15.6pp |
| Annual return | 0.75% | 26.70%-25.9pp | 35.69%-34.9pp | 160.62%-159.9pp |
| Employer contribution / active EE | $1,360 | $2,928-53.6% | $3,737-63.6% | $2,670-49.1% |
| Participant deferral / active EE | $4,004 | $3,659+9.4% | $4,878-17.9% | $4,125-2.9% |
| Admin fee / account holder | $2,069 | $5,216-60.3% | $6,730-69.3% | $5,651-63.4% |