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 | $27,070 | $29,660-8.7% | $56,411-52.0% | $80,856-66.5% |
| Participation rate | 59.0% | 41.6%+17.3pp | 52.5%+6.5pp | 67.6%-8.7pp |
| Annual return | 6.46% | 35.23%-28.8pp | 1701.33%-1694.9pp | 35.59%-29.1pp |
| Employer contribution / active EE | $495 | $669-26.1% | $1,039-52.4% | $2,755-82.0% |
| Participant deferral / active EE | $914 | $1,226-25.4% | $1,952-53.1% | $4,296-78.7% |
| Admin fee / account holder | $2,544 | $2,428+4.8% | $2,829-10.1% | $6,918-63.2% |