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 10-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 | $25,000 | $62,573-60.0% | $85,682-70.8% | $85,850-70.9% |
| Participation rate | 61.2% | 61.1%0pp | 69.9%-8.7pp | 69.3%-8.1pp |
| Annual return | 9.63% | 23.77%-14.1pp | 21.49%-11.9pp | 318.53%-308.9pp |
| Employer contribution / active EE | $443 | $1,757-74.8% | $2,618-83.1% | $2,565-82.7% |
| Participant deferral / active EE | $2,100 | $2,802-25.1% | $3,923-46.5% | $3,952-46.9% |
| Admin fee / account holder | $3,896 | $4,640-16.0% | $6,873-43.3% | $6,260-37.8% |