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 | $48,503 | $54,380-10.8% | $68,509-29.2% | $59,632-18.7% |
| Participation rate | 47.9% | 70.2%-22.3pp | 74.7%-26.8pp | 68.7%-20.8pp |
| Annual return | -2.39% | 2.83%-5.2pp | 8.27%-10.7pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $283 | $1,539-81.6% | $2,278-87.6% | $2,203-87.2% |
| Participant deferral / active EE | $1,629 | $2,643-38.4% | $3,382-51.8% | $3,192-49.0% |
| Admin fee / account holder | $552 | $3,885-85.8% | $5,275-89.5% | $4,297-87.2% |