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 10-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 | $99,470 | $79,944+24.4% | $98,439+1.0% | $75,163+32.3% |
| Participation rate | 53.1% | 70.4%-17.2pp | 75.2%-22.0pp | 67.2%-14.1pp |
| Annual return | 12.72% | 19.75%-7.0pp | 21.16%-8.4pp | 160.62%-147.9pp |
| Employer contribution / active EE | $774 | $2,264-65.8% | $3,048-74.6% | $2,670-71.0% |
| Participant deferral / active EE | $2,316 | $3,752-38.3% | $4,738-51.1% | $4,125-43.9% |
| Admin fee / account holder | $3,178 | $6,840-53.5% | $8,948-64.5% | $5,651-43.8% |