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 7-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 | $11,325 | $73,867-84.7% | $143,757-92.1% | $68,494-83.5% |
| Participation rate | 49.1% | 66.7%-17.6pp | 80.3%-31.3pp | 67.9%-18.8pp |
| Annual return | -20.87% | 1.01%-21.9pp | -0.04%-20.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $899 | $3,184-71.8% | $4,951-81.8% | $2,596-65.4% |
| Participant deferral / active EE | $1,552 | $3,384-54.1% | $5,637-72.5% | $4,027-61.5% |
| Admin fee / account holder | $658 | $5,755-88.6% | $14,673-95.5% | $5,403-87.8% |