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 | $61,380 | $80,717-24.0% | $154,803-60.3% | $84,808-27.6% |
| Participation rate | 40.2% | 66.8%-26.6pp | 78.1%-37.8pp | 68.3%-28.1pp |
| Annual return | 12.35% | 37.96%-25.6pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,093 | $3,303+23.9% | $5,540-26.1% | $4,212-2.8% |
| Admin fee / account holder | $12,060 | $6,746+78.8% | $14,329-15.8% | $7,344+64.2% |