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 | $46,509 | $48,795-4.7% | $65,493-29.0% | $84,808-45.2% |
| Participation rate | 51.8% | 67.0%-15.2pp | 73.1%-21.3pp | 68.3%-16.5pp |
| Annual return | 11.35% | 20.20%-8.9pp | 982.45%-971.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $619 | $1,930-67.9% | $2,574-75.9% | $2,631-76.5% |
| Participant deferral / active EE | $2,625 | $2,928-10.4% | $3,961-33.7% | $4,212-37.7% |
| Admin fee / account holder | $6,984 | $3,877+80.1% | $5,028+38.9% | $7,344-4.9% |