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 | $75,117 | $58,208+29.1% | $81,812-8.2% | $80,856-7.1% |
| Participation rate | 24.2% | 63.4%-39.2pp | 72.3%-48.1pp | 67.6%-43.4pp |
| Annual return | 8.97% | 41.66%-32.7pp | 773.79%-764.8pp | 35.59%-26.6pp |
| Employer contribution / active EE | $806 | $2,340-65.6% | $2,912-72.3% | $2,755-70.7% |
| Participant deferral / active EE | $1,971 | $3,281-39.9% | $4,319-54.3% | $4,296-54.1% |
| Admin fee / account holder | $336 | $4,981-93.3% | $7,386-95.5% | $6,918-95.2% |