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 | $124,144 | $84,695+46.6% | $73,843+68.1% | $125,391-1.0% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -5.39% | 3123.53%-3128.9pp | 2267.84%-2273.2pp | 282.22%-287.6pp |
| Employer contribution / active EE | $1,104 | $3,123-64.7% | $2,787-60.4% | $4,866-77.3% |
| Participant deferral / active EE | $11,000 | $3,992+175.5% | $3,583+207.0% | $5,352+105.5% |
| Admin fee / account holder | $1,154 | $5,691-79.7% | $4,880-76.4% | $9,540-87.9% |