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 | $14,226 | $76,000-81.3% | $154,107-90.8% | $64,186-77.8% |
| Participation rate | 42.5% | 70.4%-27.9pp | 83.0%-40.5pp | 69.6%-27.1pp |
| Annual return | -23.09% | 30.32%-53.4pp | 735.12%-758.2pp | 7.63%-30.7pp |
| Employer contribution / active EE | $1,187 | $3,351-64.6% | $5,298-77.6% | $2,381-50.1% |
| Participant deferral / active EE | $3,608 | $3,175+13.6% | $5,081-29.0% | $3,470+4.0% |
| Admin fee / account holder | $456 | $5,596-91.8% | $13,411-96.6% | $4,888-90.7% |