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 4-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 | $13,523 | $58,208-76.8% | $81,812-83.5% | $80,856-83.3% |
| Participation rate | 48.9% | 63.4%-14.5pp | 72.3%-23.4pp | 67.6%-18.7pp |
| Annual return | 9.37% | 41.66%-32.3pp | 773.79%-764.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,022 | $2,340-56.3% | $2,912-64.9% | $2,755-62.9% |
| Participant deferral / active EE | $2,198 | $3,281-33.0% | $4,319-49.1% | $4,296-48.8% |
| Admin fee / account holder | $1,314 | $4,981-73.6% | $7,386-82.2% | $6,918-81.0% |