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 4-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 | $16,764 | $83,902-80.0% | $167,512-90.0% | $84,808-80.2% |
| Participation rate | 41.8% | 66.5%-24.7pp | 77.1%-35.3pp | 68.3%-26.5pp |
| Annual return | 12.10% | 91.55%-79.4pp | 1615.79%-1603.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $867 | $2,264-61.7% | $3,882-77.7% | $2,631-67.1% |
| Participant deferral / active EE | $2,556 | $4,442-42.5% | $6,405-60.1% | $4,212-39.3% |
| Admin fee / account holder | $2,541 | $7,915-67.9% | $9,769-74.0% | $7,344-65.4% |