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 | $244,160 | $163,101+49.7% | $136,749+78.5% | $142,382+71.5% |
| Participation rate | 37.5% | 78.2%-40.7pp | 72.1%-34.6pp | 80.1%-42.6pp |
| Annual return | 7.85% | 27.54%-19.7pp | 24.33%-16.5pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,259 | $4,117-69.4% | $3,400-63.0% | $4,299-70.7% |
| Participant deferral / active EE | $1,651 | $5,585-70.4% | $4,692-64.8% | $6,507-74.6% |
| Admin fee / account holder | $2,485 | $14,318-82.6% | $11,386-78.2% | $12,624-80.3% |