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 | $41,197 | $159,901-74.2% | $146,958-72.0% | $145,922-71.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.51% | 98.13%-89.6pp | 418.34%-409.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,427 | $5,286-35.2% | $4,933-30.5% | $4,660-26.5% |
| Participant deferral / active EE | $9,898 | $8,428+17.4% | $8,070+22.7% | $6,688+48.0% |
| Admin fee / account holder | $19,375 | $15,044+28.8% | $12,998+49.1% | $13,397+44.6% |