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 6-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 | $28,829 | $58,208-50.5% | $81,812-64.8% | $80,856-64.3% |
| Participation rate | 22.5% | 63.4%-40.9pp | 72.3%-49.8pp | 67.6%-45.1pp |
| Annual return | 10.28% | 41.66%-31.4pp | 773.79%-763.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $380 | $2,340-83.8% | $2,912-87.0% | $2,755-86.2% |
| Participant deferral / active EE | $1,540 | $3,281-53.1% | $4,319-64.3% | $4,296-64.2% |
| Admin fee / account holder | $1,200 | $4,981-75.9% | $7,386-83.8% | $6,918-82.7% |