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 6-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 | $44,095 | $95,803-54.0% | $113,168-61.0% | $84,808-48.0% |
| Participation rate | 59.6% | 72.9%-13.3pp | 76.6%-17.0pp | 68.3%-8.7pp |
| Annual return | 10.11% | 25.00%-14.9pp | 24.27%-14.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,258 | $2,360-46.7% | $2,975-57.7% | $2,631-52.2% |
| Participant deferral / active EE | $3,630 | $4,242-14.4% | $5,107-28.9% | $4,212-13.8% |
| Admin fee / account holder | $1,740 | $8,989-80.6% | $12,068-85.6% | $7,344-76.3% |