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 | $54,581 | $64,707-15.6% | $112,228-51.4% | $68,494-20.3% |
| Participation rate | 37.9% | 67.2%-29.2pp | 75.1%-37.1pp | 67.9%-30.0pp |
| Annual return | -22.62% | -11.40%-11.2pp | 27.45%-50.1pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,218 | $2,746-55.6% | $3,635-66.5% | $2,596-53.1% |
| Participant deferral / active EE | $3,038 | $3,565-14.8% | $4,728-35.7% | $4,027-24.6% |
| Admin fee / account holder | $2,779 | $5,232-46.9% | $6,410-56.6% | $5,403-48.6% |