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 9-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 | $206,485 | $60,022+244.0% | $88,946+132.1% | $84,808+143.5% |
| Participation rate | 11.4% | 57.8%-46.4pp | 68.8%-57.4pp | 68.3%-56.9pp |
| Annual return | 10.80% | 22.43%-11.6pp | 57.82%-47.0pp | 40.90%-30.1pp |
| Employer contribution / active EE | $415 | $1,703-75.6% | $2,555-83.8% | $2,631-84.2% |
| Participant deferral / active EE | $2,343 | $3,114-24.8% | $4,581-48.9% | $4,212-44.4% |
| Admin fee / account holder | $927 | $4,811-80.7% | $8,261-88.8% | $7,344-87.4% |