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 | $223,617 | $96,635+131.4% | $86,612+158.2% | $139,434+60.4% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 0.81% | 106.41%-105.6pp | 591.07%-590.3pp | 372.94%-372.1pp |
| Employer contribution / active EE | $971 | $3,263-70.2% | $3,022-67.9% | $4,751-79.6% |
| Participant deferral / active EE | $10,313 | $4,836+113.2% | $4,438+132.4% | $6,710+53.7% |
| Admin fee / account holder | $10,292 | $6,408+60.6% | $5,614+83.3% | $11,403-9.7% |