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 | $48,221 | $91,538-47.3% | $129,995-62.9% | $75,163-35.8% |
| Participation rate | 49.1% | 71.4%-22.3pp | 78.5%-29.4pp | 67.2%-18.1pp |
| Annual return | 12.10% | -631.11%+643.2pp | -137.18%+149.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $2,047 | $2,845-28.0% | $4,320-52.6% | $2,670-23.3% |
| Participant deferral / active EE | $2,640 | $4,341-39.2% | $5,820-54.6% | $4,125-36.0% |
| Admin fee / account holder | $3,348 | $6,790-50.7% | $10,614-68.5% | $5,651-40.7% |