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 9-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 | $57,033 | $55,415+2.9% | $155,509-63.3% | $74,495-23.4% |
| Participation rate | 30.1% | 61.9%-31.8pp | 78.2%-48.1pp | 67.2%-37.1pp |
| Annual return | 10.56% | 268.50%-257.9pp | 64.67%-54.1pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $739 | $2,267-67.4% | $4,672-84.2% | $2,623-71.8% |
| Participant deferral / active EE | $1,756 | $2,836-38.1% | $5,626-68.8% | $4,346-59.6% |
| Admin fee / account holder | $2,143 | $1,738+23.3% | $15,912-86.5% | $1,942+10.4% |