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 | $34,281 | $81,460-57.9% | $103,333-66.8% | $80,856-57.6% |
| Participation rate | 62.1% | 66.8%-4.8pp | 74.5%-12.4pp | 67.6%-5.6pp |
| Annual return | 9.38% | 25.55%-16.2pp | 24.88%-15.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,227 | $3,105-60.5% | $3,868-68.3% | $2,755-55.5% |
| Participant deferral / active EE | $3,292 | $3,869-14.9% | $5,057-34.9% | $4,296-23.4% |
| Admin fee / account holder | $329 | $6,566-95.0% | $8,355-96.1% | $6,918-95.3% |