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 | $27,224 | $59,839-54.5% | $81,983-66.8% | $79,858-65.9% |
| Participation rate | 44.4% | 61.6%-17.2pp | 69.2%-24.8pp | 69.6%-25.2pp |
| Annual return | -2.00% | 17.56%-19.6pp | 41.31%-43.3pp | 31.71%-33.7pp |
| Employer contribution / active EE | $1,295 | $1,713-24.4% | $2,498-48.1% | $2,471-47.6% |
| Participant deferral / active EE | $3,144 | $2,695+16.6% | $3,722-15.5% | $3,740-15.9% |
| Admin fee / account holder | $3,502 | $4,287-18.3% | $5,664-38.2% | $5,306-34.0% |