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 | $11,260 | $73,867-84.8% | $143,757-92.2% | $68,494-83.6% |
| Participation rate | 58.3% | 66.7%-8.3pp | 80.3%-22.0pp | 67.9%-9.6pp |
| Annual return | -21.27% | 1.01%-22.3pp | -0.04%-21.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $534 | $3,184-83.2% | $4,951-89.2% | $2,596-79.4% |
| Participant deferral / active EE | $2,931 | $3,384-13.4% | $5,637-48.0% | $4,027-27.2% |
| Admin fee / account holder | $324 | $5,755-94.4% | $14,673-97.8% | $5,403-94.0% |