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 6-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 | $19,138 | $83,427-77.1% | $115,756-83.5% | $68,494-72.1% |
| Participation rate | 31.1% | 71.9%-40.8pp | 77.1%-46.0pp | 67.9%-36.8pp |
| Annual return | -23.60% | -10.95%-12.7pp | 143.14%-166.7pp | -7.84%-15.8pp |
| Employer contribution / active EE | $829 | $3,075-73.1% | $3,793-78.2% | $2,596-68.1% |
| Participant deferral / active EE | $2,466 | $5,355-53.9% | $6,254-60.6% | $4,027-38.8% |
| Admin fee / account holder | $1,500 | $5,708-73.7% | $8,124-81.5% | $5,403-72.2% |