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 8-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 | $84,824 | $210,648-59.7% | $177,989-52.3% | $145,922-41.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 2.41% | 385.86%-383.4pp | 294.48%-292.1pp | 561.29%-558.9pp |
| Employer contribution / active EE | $4,828 | $4,565+5.8% | $3,949+22.3% | $4,660+3.6% |
| Participant deferral / active EE | $5,733 | $6,958-17.6% | $6,276-8.6% | $6,688-14.3% |
| Admin fee / account holder | $8,156 | $12,013-32.1% | $10,363-21.3% | $13,397-39.1% |