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 | $68,843 | $109,881-37.3% | $150,045-54.1% | $84,808-18.8% |
| Participation rate | 50.6% | 76.1%-25.5pp | 82.3%-31.7pp | 68.3%-17.7pp |
| Annual return | 13.67% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,949 | $3,561-45.3% | $4,693-58.5% | $2,631-25.9% |
| Participant deferral / active EE | $4,500 | $6,636-32.2% | $7,997-43.7% | $4,212+6.9% |
| Admin fee / account holder | $8,221 | $8,568-4.1% | $13,435-38.8% | $7,344+11.9% |