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 | $93,619 | $54,762+71.0% | $90,281+3.7% | $72,985+28.3% |
| Participation rate | 68.9% | 65.1%+3.7pp | 73.3%-4.4pp | 69.5%-0.6pp |
| Annual return | 15.70% | 30.63%-14.9pp | 78.10%-62.4pp | 81.00%-65.3pp |
| Employer contribution / active EE | $2,924 | $2,092+39.7% | $2,854+2.4% | $2,440+19.8% |
| Participant deferral / active EE | $4,786 | $2,887+65.8% | $3,885+23.2% | $3,607+32.7% |
| Admin fee / account holder | $4,946 | $3,972+24.5% | $5,351-7.6% | $5,124-3.5% |