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 9-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 | $54,086 | $102,966-47.5% | $90,281-40.1% | $152,861-64.6% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 4.36% | 95.16%-90.8pp | 78.10%-73.7pp | 345.32%-341.0pp |
| Employer contribution / active EE | $986 | $3,139-68.6% | $2,854-65.4% | $4,762-79.3% |
| Participant deferral / active EE | $10,869 | $4,281+153.9% | $3,885+179.7% | $5,850+85.8% |
| Admin fee / account holder | $895 | $6,171-85.5% | $5,351-83.3% | $11,596-92.3% |