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 5-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 | $24,393 | $77,314-68.4% | $177,989-86.3% | $80,856-69.8% |
| Participation rate | 21.6% | 65.7%-44.1pp | 77.1%-55.5pp | 67.6%-46.0pp |
| Annual return | 9.13% | 18.09%-9.0pp | 294.48%-285.4pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,418 | $4,411-45.2% | $6,276-61.5% | $4,296-43.7% |
| Admin fee / account holder | $6,041 | $7,191-16.0% | $10,363-41.7% | $6,918-12.7% |