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 3-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 | $48,808 | $56,053-12.9% | $75,972-35.8% | $80,856-39.6% |
| Participation rate | 67.6% | 62.0%+5.6pp | 69.1%-1.4pp | 67.6%0pp |
| Annual return | 7.31% | 20.53%-13.2pp | 359.55%-352.2pp | 35.59%-28.3pp |
| Employer contribution / active EE | $1,106 | $1,874-41.0% | $2,685-58.8% | $2,755-59.8% |
| Participant deferral / active EE | $2,489 | $3,052-18.4% | $4,255-41.5% | $4,296-42.1% |
| Admin fee / account holder | $6,539 | $5,234+24.9% | $6,467+1.1% | $6,918-5.5% |