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 | $42,181 | $53,516-21.2% | $126,539-66.7% | $84,808-50.3% |
| Participation rate | 41.3% | 58.2%-16.9pp | 69.8%-28.5pp | 68.3%-27.0pp |
| Annual return | 11.66% | 58.34%-46.7pp | 425.95%-414.3pp | 40.90%-29.2pp |
| Employer contribution / active EE | $319 | $1,535-79.2% | $3,674-91.3% | $2,631-87.9% |
| Participant deferral / active EE | $1,755 | $2,671-34.3% | $4,083-57.0% | $4,212-58.3% |
| Admin fee / account holder | $1,150 | $4,497-74.4% | $6,065-81.0% | $7,344-84.3% |