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 | $10,083 | $56,053-82.0% | $75,972-86.7% | $80,856-87.5% |
| Participation rate | 31.9% | 62.0%-30.1pp | 69.1%-37.2pp | 67.6%-35.8pp |
| Annual return | 7.44% | 20.53%-13.1pp | 359.55%-352.1pp | 35.59%-28.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,130 | $3,052-63.0% | $4,255-73.4% | $4,296-73.7% |
| Admin fee / account holder | $1,907 | $5,234-63.6% | $6,467-70.5% | $6,918-72.4% |