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 | $61,511 | $106,515-42.3% | $96,683-36.4% | $139,434-55.9% |
| Participation rate | 36.8% | 77.8%-41.0pp | 74.3%-37.5pp | 80.3%-43.5pp |
| Annual return | 8.97% | 38.43%-29.5pp | 35.69%-26.7pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,084 | $4,103-73.6% | $3,737-71.0% | $4,751-77.2% |
| Participant deferral / active EE | $2,826 | $5,454-48.2% | $4,878-42.1% | $6,710-57.9% |
| Admin fee / account holder | $27,592 | $7,877+250.3% | $6,730+310.0% | $11,403+142.0% |