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 8-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 | $111,989 | $111,754+0.2% | $103,333+8.4% | $145,922-23.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 2.71% | 24.77%-22.1pp | 24.88%-22.2pp | 561.29%-558.6pp |
| Employer contribution / active EE | $6,010 | $4,212+42.7% | $3,868+55.4% | $4,660+29.0% |
| Participant deferral / active EE | $3,997 | $5,619-28.9% | $5,057-21.0% | $6,688-40.2% |
| Admin fee / account holder | $720 | $9,750-92.6% | $8,355-91.4% | $13,397-94.6% |