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 | $58,549 | $54,705+7.0% | $71,209-17.8% | $84,808-31.0% |
| Participation rate | 58.6% | 64.1%-5.4pp | 73.8%-15.1pp | 68.3%-9.7pp |
| Annual return | 11.64% | 35.90%-24.3pp | 282.51%-270.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,101 | $2,158-49.0% | $2,721-59.5% | $2,631-58.2% |
| Participant deferral / active EE | $1,913 | $3,030-36.9% | $4,175-54.2% | $4,212-54.6% |
| Admin fee / account holder | $3,294 | $4,863-32.3% | $5,349-38.4% | $7,344-55.1% |