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 | $144,705 | $76,738+88.6% | $56,411+156.5% | $145,922-0.8% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.2pp | 80.3%-58.1pp |
| Annual return | 5.24% | 2994.23%-2989.0pp | 1701.33%-1696.1pp | 561.29%-556.0pp |
| Employer contribution / active EE | $889 | $1,380-35.6% | $1,039-14.4% | $4,660-80.9% |
| Participant deferral / active EE | $2,889 | $2,623+10.2% | $1,952+48.0% | $6,688-56.8% |
| Admin fee / account holder | $313 | $3,334-90.6% | $2,829-89.0% | $13,397-97.7% |