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 | $81,081 | $71,192+13.9% | $117,854-31.2% | $62,292+30.2% |
| Participation rate | 37.1% | 74.2%-37.1pp | 79.7%-42.5pp | 69.5%-32.4pp |
| Annual return | 11.95% | 18.66%-6.7pp | 335.08%-323.1pp | 28.90%-16.9pp |
| Employer contribution / active EE | $714 | $1,934-63.1% | $3,786-81.1% | $2,042-65.0% |
| Participant deferral / active EE | $2,113 | $3,189-33.7% | $4,482-52.9% | $3,169-33.3% |
| Admin fee / account holder | $17,400 | $587+2863.1% | $8,020+117.0% | $479+3530.1% |