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 | $124,474 | $74,888+66.2% | $71,209+74.8% | $142,382-12.6% |
| Participation rate | 29.2% | 76.2%-47.1pp | 73.8%-44.6pp | 80.1%-51.0pp |
| Annual return | 10.98% | 345.14%-334.2pp | 282.51%-271.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $760 | $2,854-73.4% | $2,721-72.1% | $4,299-82.3% |
| Participant deferral / active EE | $1,247 | $4,454-72.0% | $4,175-70.1% | $6,507-80.8% |
| Admin fee / account holder | $11,716 | $5,568+110.4% | $5,349+119.0% | $12,624-7.2% |