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 | $47,739 | $61,774-22.7% | $97,226-50.9% | $80,856-41.0% |
| Participation rate | 10.3% | 63.5%-53.2pp | 72.7%-62.4pp | 67.6%-57.4pp |
| Annual return | 9.77% | -557.90%+567.7pp | 75.13%-65.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,044 | $3,029-65.5% | $4,264-75.5% | $4,296-75.7% |
| Admin fee / account holder | $395 | $5,166-92.4% | $5,654-93.0% | $6,918-94.3% |