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 | $132,543 | $73,867+79.4% | $143,757-7.8% | $68,494+93.5% |
| Participation rate | 61.4% | 66.7%-5.3pp | 80.3%-18.9pp | 67.9%-6.5pp |
| Annual return | -20.72% | 1.01%-21.7pp | -0.04%-20.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,487 | $3,184-53.3% | $4,951-70.0% | $2,596-42.7% |
| Participant deferral / active EE | $3,157 | $3,384-6.7% | $5,637-44.0% | $4,027-21.6% |
| Admin fee / account holder | $6,605 | $5,755+14.8% | $14,673-55.0% | $5,403+22.2% |