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 | $46,320 | $53,516-13.4% | $126,539-63.4% | $84,808-45.4% |
| Participation rate | 59.0% | 58.2%+0.7pp | 69.8%-10.8pp | 68.3%-9.3pp |
| Annual return | 12.17% | 58.34%-46.2pp | 425.95%-413.8pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,124 | $1,535-26.8% | $3,674-69.4% | $2,631-57.3% |
| Participant deferral / active EE | $3,356 | $2,671+25.7% | $4,083-17.8% | $4,212-20.3% |
| Admin fee / account holder | $5,200 | $4,497+15.6% | $6,065-14.3% | $7,344-29.2% |