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 5-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 | $45,035 | $58,694-23.3% | $142,863-68.5% | $85,850-47.5% |
| Participation rate | 44.0% | 58.5%-14.5pp | 71.9%-27.9pp | 69.3%-25.3pp |
| Annual return | 11.54% | 27.72%-16.2pp | 5637.54%-5626.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $845 | $1,423-40.6% | $4,144-79.6% | $2,565-67.1% |
| Participant deferral / active EE | $1,758 | $2,607-32.6% | $3,837-54.2% | $3,952-55.5% |
| Admin fee / account holder | $6,068 | $4,239+43.1% | $6,560-7.5% | $6,260-3.1% |