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 | $88,683 | $102,317-13.3% | $146,958-39.7% | $80,856+9.7% |
| Participation rate | 54.1% | 75.8%-21.8pp | 82.2%-28.1pp | 67.6%-13.6pp |
| Annual return | 8.70% | 134.76%-126.1pp | 418.34%-409.6pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,005 | $3,713-46.0% | $4,933-59.4% | $2,755-27.2% |
| Participant deferral / active EE | $4,760 | $6,644-28.4% | $8,070-41.0% | $4,296+10.8% |
| Admin fee / account holder | $1,523 | $7,941-80.8% | $12,998-88.3% | $6,918-78.0% |