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 | $65,410 | $66,402-1.5% | $109,895-40.5% | $85,850-23.8% |
| Participation rate | 57.7% | 63.9%-6.1pp | 74.2%-16.5pp | 69.3%-11.6pp |
| Annual return | 8.37% | 19.59%-11.2pp | 29.45%-21.1pp | 318.53%-310.2pp |
| Employer contribution / active EE | $657 | $1,687-61.1% | $2,842-76.9% | $2,565-74.4% |
| Participant deferral / active EE | $1,749 | $2,842-38.5% | $4,048-56.8% | $3,952-55.8% |
| Admin fee / account holder | $14,733 | $4,557+223.3% | $6,066+142.9% | $6,260+135.4% |