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 | $105,364 | $102,966+2.3% | $90,281+16.7% | $152,861-31.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 3.42% | 95.16%-91.7pp | 78.10%-74.7pp | 345.32%-341.9pp |
| Employer contribution / active EE | $756 | $3,139-75.9% | $2,854-73.5% | $4,762-84.1% |
| Participant deferral / active EE | $1,902 | $4,281-55.6% | $3,885-51.0% | $5,850-67.5% |
| Admin fee / account holder | $13,207 | $6,171+114.0% | $5,351+146.8% | $11,596+13.9% |