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 | $124,499 | $89,753+38.7% | $107,525+15.8% | $84,808+46.8% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 5.52% | 29.48%-24.0pp | 181.32%-175.8pp | 40.90%-35.4pp |
| Employer contribution / active EE | $4,971 | $3,113+59.7% | $3,754+32.4% | $2,631+88.9% |
| Participant deferral / active EE | $2,253 | $4,056-44.5% | $5,116-56.0% | $4,212-46.5% |
| Admin fee / account holder | $2,779 | $7,222-61.5% | $8,919-68.8% | $7,344-62.2% |