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 | $14,230 | $42,894-66.8% | $60,874-76.6% | $68,494-79.2% |
| Participation rate | 67.6% | 66.8%+0.9pp | 73.1%-5.5pp | 67.9%-0.2pp |
| Annual return | -19.23% | -13.98%-5.2pp | 16.90%-36.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $492 | $1,978-75.1% | $2,701-81.8% | $2,596-81.1% |
| Participant deferral / active EE | $1,913 | $2,867-33.3% | $3,817-49.9% | $4,027-52.5% |
| Admin fee / account holder | $609 | $3,101-80.4% | $3,224-81.1% | $5,403-88.7% |