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 | $67,096 | $102,553-34.6% | $151,611-55.7% | $66,914+0.3% |
| Participation rate | 62.1% | 85.5%-23.4pp | 87.5%-25.4pp | 69.8%-7.7pp |
| Annual return | -19.05% | -10.82%-8.2pp | 3.33%-22.4pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,936 | $4,180-53.7% | $6,166-68.6% | $2,544-23.9% |
| Participant deferral / active EE | $6,920 | $6,641+4.2% | $8,363-17.3% | $4,237+63.3% |
| Admin fee / account holder | $1,024 | $630+62.6% | $11,616-91.2% | $593+72.6% |