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 | $65,480 | $84,696-22.7% | $75,696-13.5% | $167,490-60.9% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.8%-17.7pp | 82.1%-25.0pp |
| Annual return | 6.96% | 199.36%-192.4pp | 104.53%-97.6pp | 478.56%-471.6pp |
| Employer contribution / active EE | $1,855 | $3,230-42.6% | $2,743-32.4% | $4,837-61.7% |
| Participant deferral / active EE | $6,040 | $4,580+31.9% | $3,821+58.0% | $6,341-4.8% |
| Admin fee / account holder | $449 | $5,355-91.6% | $3,619-87.6% | $12,309-96.4% |