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 9-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 | $11,406 | $58,208-80.4% | $81,812-86.1% | $80,856-85.9% |
| Participation rate | 31.7% | 63.4%-31.7pp | 72.3%-40.6pp | 67.6%-35.9pp |
| Annual return | 8.33% | 41.66%-33.3pp | 773.79%-765.5pp | 35.59%-27.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,413 | $3,281-56.9% | $4,319-67.3% | $4,296-67.1% |
| Admin fee / account holder | $2,765 | $4,981-44.5% | $7,386-62.6% | $6,918-60.0% |