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 | $185,220 | $148,534+24.7% | $135,903+36.3% | $139,434+32.8% |
| Participation rate | 60.9% | 83.9%-23.0pp | 81.9%-21.0pp | 80.3%-19.4pp |
| Annual return | 11.57% | 79.19%-67.6pp | 68.23%-56.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $2,597 | $5,243-50.5% | $4,856-46.5% | $4,751-45.3% |
| Participant deferral / active EE | $4,543 | $8,100-43.9% | $7,758-41.4% | $6,710-32.3% |
| Admin fee / account holder | $23,770 | $12,400+91.7% | $10,762+120.9% | $11,403+108.5% |