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 | $112,338 | $65,365+71.9% | $92,893+20.9% | $72,985+53.9% |
| Participation rate | 63.4% | 68.3%-4.9pp | 76.0%-12.6pp | 69.5%-6.1pp |
| Annual return | 0.28% | 42.10%-41.8pp | 109.41%-109.1pp | 81.00%-80.7pp |
| Employer contribution / active EE | $2,154 | $2,594-17.0% | $3,653-41.0% | $2,440-11.7% |
| Participant deferral / active EE | $3,028 | $3,128-3.2% | $4,236-28.5% | $3,607-16.1% |
| Admin fee / account holder | $684 | $4,251-83.9% | $5,794-88.2% | $5,124-86.6% |