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 9-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 | $110,950 | $53,127+108.8% | $86,590+28.1% | $70,131+58.2% |
| Participation rate | 56.3% | 65.3%-9.1pp | 73.5%-17.3pp | 69.5%-13.3pp |
| Annual return | 8.06% | 27.66%-19.6pp | 964.84%-956.8pp | 73.14%-65.1pp |
| Employer contribution / active EE | $1,691 | $2,068-18.2% | $2,839-40.4% | $2,342-27.8% |
| Participant deferral / active EE | $5,132 | $2,696+90.4% | $3,609+42.2% | $3,332+54.0% |
| Admin fee / account holder | $2,574 | $3,585-28.2% | $4,906-47.5% | $4,645-44.6% |