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 | $185,354 | $93,571+98.1% | $135,903+36.4% | $75,163+146.6% |
| Participation rate | 61.5% | 75.2%-13.6pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | -7.16% | 30.90%-38.1pp | 68.23%-75.4pp | 160.62%-167.8pp |
| Employer contribution / active EE | $1,154 | $3,537-67.4% | $4,856-76.2% | $2,670-56.8% |
| Participant deferral / active EE | $4,113 | $6,404-35.8% | $7,758-47.0% | $4,125-0.3% |
| Admin fee / account holder | $8,516 | $6,975+22.1% | $10,762-20.9% | $5,651+50.7% |