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 5-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 | $51,427 | $117,983-56.4% | $101,794-49.5% | $142,382-63.9% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.2%-24.7pp | 80.1%-35.7pp |
| Annual return | 9.24% | 36.92%-27.7pp | 30.53%-21.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $757 | $2,773-72.7% | $2,289-66.9% | $4,299-82.4% |
| Participant deferral / active EE | $3,122 | $4,714-33.8% | $4,084-23.6% | $6,507-52.0% |
| Admin fee / account holder | $3,453 | $10,433-66.9% | $8,777-60.7% | $12,624-72.7% |