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 | $50,127 | $109,881-54.4% | $150,045-66.6% | $84,808-40.9% |
| Participation rate | 60.8% | 76.1%-15.3pp | 82.3%-21.5pp | 68.3%-7.5pp |
| Annual return | 13.47% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,499 | $3,561-57.9% | $4,693-68.1% | $2,631-43.0% |
| Participant deferral / active EE | $2,863 | $6,636-56.9% | $7,997-64.2% | $4,212-32.0% |
| Admin fee / account holder | $2,753 | $8,568-67.9% | $13,435-79.5% | $7,344-62.5% |