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 | $207,941 | $197,591+5.2% | $177,821+16.9% | $158,922+30.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | -5.01% | 58.76%-63.8pp | 48.32%-53.3pp | 302.83%-307.8pp |
| Employer contribution / active EE | $6,625 | $6,697-1.1% | $5,918+11.9% | $4,761+39.1% |
| Participant deferral / active EE | $17,050 | $8,405+102.9% | $7,714+121.0% | $5,982+185.0% |
| Admin fee / account holder | $1,877 | $15,399-87.8% | $12,427-84.9% | $11,246-83.3% |