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 | $35,928 | $81,460-55.9% | $103,333-65.2% | $80,856-55.6% |
| Participation rate | 59.8% | 66.8%-7.1pp | 74.5%-14.8pp | 67.6%-7.9pp |
| Annual return | 10.42% | 25.55%-15.1pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,649 | $3,105-46.9% | $3,868-57.4% | $2,755-40.1% |
| Participant deferral / active EE | $3,198 | $3,869-17.3% | $5,057-36.8% | $4,296-25.6% |
| Admin fee / account holder | $1,166 | $6,566-82.2% | $8,355-86.0% | $6,918-83.1% |