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 7-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 | $98,370 | $99,877-1.5% | $84,966+15.8% | $145,922-32.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 6.64% | 83.76%-77.1pp | 66.38%-59.7pp | 561.29%-554.6pp |
| Employer contribution / active EE | $1,477 | $3,231-54.3% | $2,727-45.8% | $4,660-68.3% |
| Participant deferral / active EE | $3,139 | $5,291-40.7% | $4,519-30.6% | $6,688-53.1% |
| Admin fee / account holder | $414 | $7,248-94.3% | $6,149-93.3% | $13,397-96.9% |