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 | $11,366 | $29,660-61.7% | $56,411-79.9% | $80,856-85.9% |
| Participation rate | 9.8% | 41.6%-31.9pp | 52.5%-42.7pp | 67.6%-57.9pp |
| Annual return | 0.14% | 35.23%-35.1pp | 1701.33%-1701.2pp | 35.59%-35.5pp |
| Employer contribution / active EE | $93 | $669-86.1% | $1,039-91.0% | $2,755-96.6% |
| Participant deferral / active EE | $240 | $1,226-80.4% | $1,952-87.7% | $4,296-94.4% |
| Admin fee / account holder | $38,481 | $2,428+1485.2% | $2,829+1260.3% | $6,918+456.2% |