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 5-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 | $4,232 | $30,400-86.1% | $53,898-92.1% | $84,808-95.0% |
| Participation rate | 66.7% | 46.4%+20.2pp | 55.0%+11.7pp | 68.3%-1.6pp |
| Annual return | 12.83% | 500.19%-487.4pp | 528.60%-515.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $325 | $603-46.1% | $932-65.1% | $2,631-87.6% |
| Participant deferral / active EE | $626 | $1,199-47.8% | $1,826-65.7% | $4,212-85.1% |
| Admin fee / account holder | $763 | $1,993-61.7% | $2,491-69.4% | $7,344-89.6% |