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 | $146,106 | $107,452+36.0% | $91,541+59.6% | $142,382+2.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 7.42% | 22.06%-14.6pp | 20.50%-13.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,075 | $2,994-64.1% | $2,505-57.1% | $4,299-75.0% |
| Participant deferral / active EE | $2,990 | $4,754-37.1% | $4,008-25.4% | $6,507-54.1% |
| Admin fee / account holder | $17,951 | $8,834+103.2% | $6,956+158.1% | $12,624+42.2% |