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 | $196,934 | $89,753+119.4% | $107,525+83.2% | $84,808+132.2% |
| Participation rate | 55.2% | 68.1%-12.9pp | 75.1%-19.9pp | 68.3%-13.1pp |
| Annual return | 11.20% | 29.48%-18.3pp | 181.32%-170.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $8,450 | $3,113+171.4% | $3,754+125.1% | $2,631+221.2% |
| Participant deferral / active EE | $3,830 | $4,056-5.6% | $5,116-25.1% | $4,212-9.1% |
| Admin fee / account holder | $8,513 | $7,222+17.9% | $8,919-4.6% | $7,344+15.9% |