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 | $50,041 | $59,417-15.8% | $93,606-46.5% | $74,495-32.8% |
| Participation rate | 41.8% | 59.7%-17.8pp | 68.7%-26.9pp | 67.2%-25.4pp |
| Annual return | 9.30% | 81.83%-72.5pp | 133.20%-123.9pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $408 | $1,264-67.7% | $2,420-83.1% | $2,623-84.4% |
| Participant deferral / active EE | $1,486 | $3,050-51.3% | $4,411-66.3% | $4,346-65.8% |
| Admin fee / account holder | $1,974 | $3,021-34.7% | $8,285-76.2% | $1,942+1.6% |