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 | $73,546 | $81,460-9.7% | $103,333-28.8% | $80,856-9.0% |
| Participation rate | 54.7% | 66.8%-12.2pp | 74.5%-19.8pp | 67.6%-13.0pp |
| Annual return | 9.84% | 25.55%-15.7pp | 24.88%-15.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,178 | $3,105-62.1% | $3,868-69.5% | $2,755-57.2% |
| Participant deferral / active EE | $4,153 | $3,869+7.3% | $5,057-17.9% | $4,296-3.3% |
| Admin fee / account holder | $10,778 | $6,566+64.1% | $8,355+29.0% | $6,918+55.8% |