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 | $117,894 | $74,888+57.4% | $71,209+65.6% | $142,382-17.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 12.21% | 345.14%-332.9pp | 282.51%-270.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $808 | $2,854-71.7% | $2,721-70.3% | $4,299-81.2% |
| Participant deferral / active EE | $4,102 | $4,454-7.9% | $4,175-1.8% | $6,507-37.0% |
| Admin fee / account holder | $125,498 | $5,568+2153.8% | $5,349+2246.3% | $12,624+894.1% |