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 | $39,967 | $65,061-38.6% | $143,757-72.2% | $66,914-40.3% |
| Participation rate | 29.4% | 65.2%-35.8pp | 80.3%-50.9pp | 69.8%-40.4pp |
| Annual return | -18.27% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $930 | $2,361-60.6% | $4,951-81.2% | $2,544-63.4% |
| Participant deferral / active EE | $1,945 | $2,919-33.4% | $5,637-65.5% | $4,237-54.1% |
| Admin fee / account holder | $518 | $502+3.3% | $14,673-96.5% | $593-12.6% |