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 | $178,719 | $176,056+1.5% | $159,436+12.1% | $167,490+6.7% |
| Participation rate | 61.5% | 84.9%-23.4pp | 82.8%-21.3pp | 82.1%-20.6pp |
| Annual return | 3.13% | 331.75%-328.6pp | 263.57%-260.4pp | 478.56%-475.4pp |
| Employer contribution / active EE | $8,969 | $5,297+69.3% | $4,829+85.7% | $4,837+85.4% |
| Participant deferral / active EE | $6,187 | $7,750-20.2% | $7,352-15.9% | $6,341-2.4% |
| Admin fee / account holder | $715 | $12,554-94.3% | $10,799-93.4% | $12,309-94.2% |