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 | $58,241 | $107,452-45.8% | $91,541-36.4% | $142,382-59.1% |
| Participation rate | 54.5% | 75.1%-20.5pp | 69.8%-15.2pp | 80.1%-25.6pp |
| Annual return | 8.21% | 22.06%-13.8pp | 20.50%-12.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $180 | $2,994-94.0% | $2,505-92.8% | $4,299-95.8% |
| Participant deferral / active EE | $2,100 | $4,754-55.8% | $4,008-47.6% | $6,507-67.7% |
| Admin fee / account holder | $23,282 | $8,834+163.5% | $6,956+234.7% | $12,624+84.4% |