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 | $24,969 | $77,813-67.9% | $123,544-79.8% | $64,186-61.1% |
| Participation rate | 52.8% | 74.7%-21.9pp | 82.3%-29.5pp | 69.6%-16.7pp |
| Annual return | -8.83% | 12.48%-21.3pp | 119.20%-128.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,216 | $3,014-59.6% | $4,628-73.7% | $2,381-48.9% |
| Participant deferral / active EE | $3,928 | $5,240-25.0% | $6,426-38.9% | $3,470+13.2% |
| Admin fee / account holder | $948 | $5,519-82.8% | $9,284-89.8% | $4,888-80.6% |