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 | $59,332 | $87,013-31.8% | $106,213-44.1% | $80,856-26.6% |
| Participation rate | 37.9% | 70.4%-32.5pp | 75.3%-37.4pp | 67.6%-29.7pp |
| Annual return | 9.33% | 17.05%-7.7pp | 116.14%-106.8pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,062 | $2,395-55.7% | $3,171-66.5% | $2,755-61.5% |
| Participant deferral / active EE | $1,711 | $3,986-57.1% | $5,016-65.9% | $4,296-60.2% |
| Admin fee / account holder | $3,728 | $8,431-55.8% | $11,033-66.2% | $6,918-46.1% |