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 | $66,144 | $59,805+10.6% | $79,550-16.9% | $68,494-3.4% |
| Participation rate | 47.2% | 61.1%-13.9pp | 69.5%-22.3pp | 67.9%-20.7pp |
| Annual return | -22.00% | -12.30%-9.7pp | 0.16%-22.2pp | -7.84%-14.2pp |
| Employer contribution / active EE | $341 | $1,505-77.3% | $2,413-85.9% | $2,596-86.9% |
| Participant deferral / active EE | $3,081 | $3,024+1.9% | $3,985-22.7% | $4,027-23.5% |
| Admin fee / account holder | $22,582 | $4,835+367.1% | $6,832+230.5% | $5,403+318.0% |