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 | $101,212 | $80,717+25.4% | $154,803-34.6% | $84,808+19.3% |
| Participation rate | 43.3% | 66.8%-23.5pp | 78.1%-34.7pp | 68.3%-25.0pp |
| Annual return | 12.21% | 37.96%-25.7pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,846 | $2,761-33.1% | $4,305-57.1% | $2,631-29.8% |
| Participant deferral / active EE | $3,567 | $3,303+8.0% | $5,540-35.6% | $4,212-15.3% |
| Admin fee / account holder | $5,495 | $6,746-18.5% | $14,329-61.6% | $7,344-25.2% |