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 | $124,472 | $197,591-37.0% | $177,821-30.0% | $158,922-21.7% |
| Participation rate | 65.0% | 88.5%-23.5pp | 87.7%-22.7pp | 82.0%-17.0pp |
| Annual return | -5.37% | 58.76%-64.1pp | 48.32%-53.7pp | 302.83%-308.2pp |
| Employer contribution / active EE | $2,572 | $6,697-61.6% | $5,918-56.5% | $4,761-46.0% |
| Participant deferral / active EE | $4,641 | $8,405-44.8% | $7,714-39.8% | $5,982-22.4% |
| Admin fee / account holder | $2,824 | $15,399-81.7% | $12,427-77.3% | $11,246-74.9% |