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 | $160,519 | $102,317+56.9% | $146,958+9.2% | $80,856+98.5% |
| Participation rate | 63.2% | 75.8%-12.7pp | 82.2%-19.0pp | 67.6%-4.5pp |
| Annual return | 8.66% | 134.76%-126.1pp | 418.34%-409.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,811 | $3,713-51.2% | $4,933-63.3% | $2,755-34.3% |
| Participant deferral / active EE | $12,401 | $6,644+86.7% | $8,070+53.7% | $4,296+188.7% |
| Admin fee / account holder | $3,407 | $7,941-57.1% | $12,998-73.8% | $6,918-50.8% |