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 | $40,398 | $54,762-26.2% | $90,281-55.3% | $72,985-44.6% |
| Participation rate | 69.4% | 65.1%+4.3pp | 73.3%-3.8pp | 69.5%0pp |
| Annual return | 9.31% | 30.63%-21.3pp | 78.10%-68.8pp | 81.00%-71.7pp |
| Employer contribution / active EE | $646 | $2,092-69.1% | $2,854-77.4% | $2,440-73.5% |
| Participant deferral / active EE | $1,447 | $2,887-49.9% | $3,885-62.8% | $3,607-59.9% |
| Admin fee / account holder | $1,086 | $3,972-72.6% | $5,351-79.7% | $5,124-78.8% |