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 | $69,834 | $58,512+19.3% | $84,015-16.9% | $72,985-4.3% |
| Participation rate | 22.5% | 61.2%-38.7pp | 69.0%-46.5pp | 69.5%-47.0pp |
| Annual return | 6.57% | 28.93%-22.4pp | 71.31%-64.7pp | 81.00%-74.4pp |
| Employer contribution / active EE | $282 | $1,163-75.7% | $1,983-85.8% | $2,440-88.4% |
| Participant deferral / active EE | $1,128 | $2,394-52.9% | $3,239-65.2% | $3,607-68.7% |
| Admin fee / account holder | $4,753 | $4,569+4.0% | $6,101-22.1% | $5,124-7.2% |