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 | $46,634 | $78,422-40.5% | $95,952-51.4% | $79,858-41.6% |
| Participation rate | 59.5% | 73.5%-14.0pp | 77.1%-17.6pp | 69.6%-10.2pp |
| Annual return | 3.16% | 19.37%-16.2pp | 91.61%-88.4pp | 31.71%-28.5pp |
| Employer contribution / active EE | $573 | $1,945-70.5% | $2,541-77.4% | $2,471-76.8% |
| Participant deferral / active EE | $2,129 | $3,440-38.1% | $4,167-48.9% | $3,740-43.1% |
| Admin fee / account holder | $782 | $5,622-86.1% | $6,795-88.5% | $5,306-85.3% |