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 | $32,272 | $41,078-21.4% | $80,569-59.9% | $71,457-54.8% |
| Participation rate | 55.8% | 50.2%+5.6pp | 67.0%-11.2pp | 67.9%-12.1pp |
| Annual return | 10.67% | 38.45%-27.8pp | 935.43%-924.8pp | 28.85%-18.2pp |
| Employer contribution / active EE | $803 | $1,506-46.6% | $2,723-70.5% | $2,588-68.9% |
| Participant deferral / active EE | $1,304 | $2,699-51.7% | $4,447-70.7% | $4,289-69.6% |
| Admin fee / account holder | $1,161 | $1,840-36.9% | $5,377-78.4% | $1,587-26.9% |