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 | $150,525 | $124,281+21.1% | $109,143+37.9% | $167,490-10.1% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 7.59% | 26.04%-18.4pp | 25.75%-18.2pp | 478.56%-471.0pp |
| Employer contribution / active EE | $1,154 | $4,207-72.6% | $3,722-69.0% | $4,837-76.2% |
| Participant deferral / active EE | $3,688 | $5,255-29.8% | $4,653-20.7% | $6,341-41.8% |
| Admin fee / account holder | $9,162 | $7,970+15.0% | $6,752+35.7% | $12,309-25.6% |