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 | $30,069 | $104,974-71.4% | $95,585-68.5% | $142,382-78.9% |
| Participation rate | 45.5% | 75.0%-29.5pp | 72.1%-26.6pp | 80.1%-34.7pp |
| Annual return | 2.21% | 210.33%-208.1pp | 38.56%-36.3pp | 217.08%-214.9pp |
| Employer contribution / active EE | $735 | $2,779-73.6% | $2,527-70.9% | $4,299-82.9% |
| Participant deferral / active EE | $1,935 | $4,352-55.5% | $4,023-51.9% | $6,507-70.3% |
| Admin fee / account holder | $65,958 | $6,386+932.8% | $6,127+976.5% | $12,624+422.5% |