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 | $58,377 | $52,279+11.7% | $89,391-34.7% | $79,858-26.9% |
| Participation rate | 21.1% | 57.5%-36.5pp | 68.0%-46.9pp | 69.6%-48.6pp |
| Annual return | 7.39% | 22.16%-14.8pp | 245.62%-238.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $919 | $2,740-66.5% | $3,890-76.4% | $3,740-75.4% |
| Admin fee / account holder | $5,480 | $3,356+63.3% | $4,881+12.3% | $5,306+3.3% |