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 | $83,339 | $62,573+33.2% | $85,682-2.7% | $85,850-2.9% |
| Participation rate | 45.2% | 61.1%-16.0pp | 69.9%-24.7pp | 69.3%-24.2pp |
| Annual return | 10.72% | 23.77%-13.0pp | 21.49%-10.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,105 | $2,802+10.8% | $3,923-20.8% | $3,952-21.4% |
| Admin fee / account holder | $8,076 | $4,640+74.0% | $6,873+17.5% | $6,260+29.0% |