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 | $54,363 | $83,902-35.2% | $167,512-67.5% | $84,808-35.9% |
| Participation rate | 58.3% | 66.5%-8.1pp | 77.1%-18.7pp | 68.3%-10.0pp |
| Annual return | 11.25% | 91.55%-80.3pp | 1615.79%-1604.5pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,632 | $2,264-27.9% | $3,882-57.9% | $2,631-38.0% |
| Participant deferral / active EE | $3,338 | $4,442-24.9% | $6,405-47.9% | $4,212-20.7% |
| Admin fee / account holder | $2,242 | $7,915-71.7% | $9,769-77.1% | $7,344-69.5% |