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 9-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,173 | $65,061-55.2% | $143,757-79.7% | $66,914-56.4% |
| Participation rate | 29.7% | 65.2%-35.5pp | 80.3%-50.6pp | 69.8%-40.1pp |
| Annual return | -19.26% | -11.14%-8.1pp | -0.04%-19.2pp | 1.58%-20.8pp |
| Employer contribution / active EE | $659 | $2,361-72.1% | $4,951-86.7% | $2,544-74.1% |
| Participant deferral / active EE | $1,335 | $2,919-54.3% | $5,637-76.3% | $4,237-68.5% |
| Admin fee / account holder | $304 | $502-39.4% | $14,673-97.9% | $593-48.8% |