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 | $82,808 | $61,605+34.4% | $112,229-26.2% | $75,163+10.2% |
| Participation rate | 34.8% | 61.7%-26.9pp | 72.4%-37.6pp | 67.2%-32.4pp |
| Annual return | 9.45% | 28.47%-19.0pp | 30.20%-20.8pp | 160.62%-151.2pp |
| Employer contribution / active EE | $2,096 | $2,015+4.0% | $3,430-38.9% | $2,670-21.5% |
| Participant deferral / active EE | $5,809 | $3,108+86.9% | $4,798+21.1% | $4,125+40.8% |
| Admin fee / account holder | $4,723 | $4,862-2.9% | $7,748-39.0% | $5,651-16.4% |