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 5-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 | $73,116 | $81,460-10.2% | $103,333-29.2% | $80,856-9.6% |
| Participation rate | 68.0% | 66.8%+1.2pp | 74.5%-6.5pp | 67.6%+0.4pp |
| Annual return | 10.00% | 25.55%-15.5pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $4,240 | $3,105+36.6% | $3,868+9.6% | $2,755+53.9% |
| Participant deferral / active EE | $7,626 | $3,869+97.1% | $5,057+50.8% | $4,296+77.5% |
| Admin fee / account holder | $832 | $6,566-87.3% | $8,355-90.0% | $6,918-88.0% |