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 | $199,271 | $70,606+182.2% | $53,898+269.7% | $142,382+40.0% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | -14.43% | 619.81%-634.2pp | 528.60%-543.0pp | 217.08%-231.5pp |
| Employer contribution / active EE | $1,622 | $1,202+35.0% | $932+74.1% | $4,299-62.3% |
| Participant deferral / active EE | $9,759 | $2,364+312.8% | $1,826+434.3% | $6,507+50.0% |
| Admin fee / account holder | $793 | $2,852-72.2% | $2,491-68.2% | $12,624-93.7% |