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 | $78,895 | $31,310+152.0% | $53,898+46.4% | $74,304+6.2% |
| Participation rate | 14.7% | 30.7%-16.0pp | 55.0%-40.3pp | 60.3%-45.7pp |
| Annual return | 14.12% | 23.16%-9.0pp | 528.60%-514.5pp | 29.43%-15.3pp |
| Employer contribution / active EE | $97 | $450-78.5% | $932-89.6% | $2,241-95.7% |
| Participant deferral / active EE | $630 | $934-32.6% | $1,826-65.5% | $3,767-83.3% |
| Admin fee / account holder | $843 | $2,175-61.2% | $2,491-66.1% | $2,969-71.6% |