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 | $25,375 | $29,660-14.4% | $56,411-55.0% | $80,856-68.6% |
| Participation rate | 53.3% | 41.6%+11.7pp | 52.5%+0.9pp | 67.6%-14.3pp |
| Annual return | 8.08% | 35.23%-27.2pp | 1701.33%-1693.3pp | 35.59%-27.5pp |
| Employer contribution / active EE | $104 | $669-84.4% | $1,039-90.0% | $2,755-96.2% |
| Participant deferral / active EE | $752 | $1,226-38.7% | $1,952-61.5% | $4,296-82.5% |
| Admin fee / account holder | $1,423 | $2,428-41.4% | $2,829-49.7% | $6,918-79.4% |