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 | $28,357 | $77,813-63.6% | $123,544-77.0% | $64,186-55.8% |
| Participation rate | 39.5% | 74.7%-35.2pp | 82.3%-42.8pp | 69.6%-30.1pp |
| Annual return | -11.34% | 12.48%-23.8pp | 119.20%-130.5pp | 7.63%-19.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,212 | $5,240+18.5% | $6,426-3.3% | $3,470+79.0% |
| Admin fee / account holder | $568 | $5,519-89.7% | $9,284-93.9% | $4,888-88.4% |