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 | $73,544 | $58,208+26.3% | $81,812-10.1% | $80,856-9.0% |
| Participation rate | 29.0% | 63.4%-34.4pp | 72.3%-43.3pp | 67.6%-38.6pp |
| Annual return | 10.53% | 41.66%-31.1pp | 773.79%-763.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $481 | $2,340-79.4% | $2,912-83.5% | $2,755-82.5% |
| Participant deferral / active EE | $798 | $3,281-75.7% | $4,319-81.5% | $4,296-81.4% |
| Admin fee / account holder | $1,470 | $4,981-70.5% | $7,386-80.1% | $6,918-78.8% |