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 | $76,671 | $160,055-52.1% | $140,016-45.2% | $135,375-43.4% |
| Participation rate | 61.9% | 88.5%-26.6pp | 87.5%-25.6pp | 82.6%-20.7pp |
| Annual return | -10.82% | 911.38%-922.2pp | 651.12%-661.9pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,618 | $6,420-59.2% | $5,606-53.3% | $4,779-45.2% |
| Participant deferral / active EE | $4,089 | $7,642-46.5% | $6,927-41.0% | $5,609-27.1% |
| Admin fee / account holder | $629 | $13,328-95.3% | $10,705-94.1% | $10,827-94.2% |