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 8-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 | $14,574 | $81,248-82.1% | $155,509-90.6% | $80,856-82.0% |
| Participation rate | 27.1% | 66.2%-39.1pp | 78.2%-51.1pp | 67.6%-40.6pp |
| Annual return | 8.34% | 33.31%-25.0pp | 64.67%-56.3pp | 35.59%-27.2pp |
| Employer contribution / active EE | $491 | $3,100-84.2% | $4,672-89.5% | $2,755-82.2% |
| Participant deferral / active EE | $904 | $3,452-73.8% | $5,626-83.9% | $4,296-79.0% |
| Admin fee / account holder | $4,118 | $7,997-48.5% | $15,912-74.1% | $6,918-40.5% |