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 | $84,553 | $54,541+55.0% | $78,778+7.3% | $70,131+20.6% |
| Participation rate | 42.9% | 60.8%-17.9pp | 69.2%-26.3pp | 69.5%-26.7pp |
| Annual return | 9.82% | 21.07%-11.2pp | 35.62%-25.8pp | 73.14%-63.3pp |
| Employer contribution / active EE | $1,089 | $1,0890% | $1,986-45.2% | $2,342-53.5% |
| Participant deferral / active EE | $4,364 | $2,210+97.5% | $2,958+47.5% | $3,332+31.0% |
| Admin fee / account holder | $1,284 | $3,709-65.4% | $5,134-75.0% | $4,645-72.4% |