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 | $194,103 | $124,281+56.2% | $109,143+77.8% | $167,490+15.9% |
| Participation rate | 61.5% | 79.4%-17.9pp | 75.9%-14.3pp | 82.1%-20.6pp |
| Annual return | 9.62% | 26.04%-16.4pp | 25.75%-16.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $979 | $4,207-76.7% | $3,722-73.7% | $4,837-79.8% |
| Participant deferral / active EE | $8,702 | $5,255+65.6% | $4,653+87.0% | $6,341+37.2% |
| Admin fee / account holder | $8,252 | $7,970+3.5% | $6,752+22.2% | $12,309-33.0% |