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 | $99,056 | $93,571+5.9% | $135,903-27.1% | $75,163+31.8% |
| Participation rate | 28.1% | 75.2%-47.1pp | 81.9%-53.8pp | 67.2%-39.1pp |
| Annual return | 14.60% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,024 | $3,537-71.1% | $4,856-78.9% | $2,670-61.7% |
| Participant deferral / active EE | $2,774 | $6,404-56.7% | $7,758-64.2% | $4,125-32.7% |
| Admin fee / account holder | $7,556 | $6,975+8.3% | $10,762-29.8% | $5,651+33.7% |