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 7-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 | $11,342 | $27,839-59.3% | $58,482-80.6% | $71,457-84.1% |
| Participation rate | 9.3% | 34.5%-25.2pp | 50.9%-41.5pp | 67.9%-58.6pp |
| Annual return | 10.40% | 26.81%-16.4pp | 4239.32%-4228.9pp | 28.85%-18.4pp |
| Employer contribution / active EE | $191 | $631-69.7% | $1,053-81.8% | $2,588-92.6% |
| Participant deferral / active EE | $357 | $1,206-70.4% | $1,924-81.4% | $4,289-91.7% |
| Admin fee / account holder | $2,602 | $1,641+58.6% | $2,516+3.4% | $1,587+63.9% |