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 9-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 | $22,238 | $76,000-70.7% | $154,107-85.6% | $64,186-65.4% |
| Participation rate | 65.9% | 70.4%-4.5pp | 83.0%-17.1pp | 69.6%-3.7pp |
| Annual return | -12.70% | 30.32%-43.0pp | 735.12%-747.8pp | 7.63%-20.3pp |
| Employer contribution / active EE | $1,649 | $3,351-50.8% | $5,298-68.9% | $2,381-30.8% |
| Participant deferral / active EE | $4,122 | $3,175+29.8% | $5,081-18.9% | $3,470+18.8% |
| Admin fee / account holder | $921 | $5,596-83.5% | $13,411-93.1% | $4,888-81.2% |