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 | $95,661 | $102,317-6.5% | $146,958-34.9% | $80,856+18.3% |
| Participation rate | 55.6% | 75.8%-20.3pp | 82.2%-26.6pp | 67.6%-12.1pp |
| Annual return | 9.45% | 134.76%-125.3pp | 418.34%-408.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $5,581 | $3,713+50.3% | $4,933+13.1% | $2,755+102.6% |
| Participant deferral / active EE | $3,979 | $6,644-40.1% | $8,070-50.7% | $4,296-7.4% |
| Admin fee / account holder | $2,464 | $7,941-69.0% | $12,998-81.0% | $6,918-64.4% |