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 4-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 | $25,407 | $30,400-16.4% | $53,898-52.9% | $84,808-70.0% |
| Participation rate | 14.0% | 46.4%-32.5pp | 55.0%-41.0pp | 68.3%-54.4pp |
| Annual return | 12.93% | 500.19%-487.3pp | 528.60%-515.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $993 | $1,199-17.1% | $1,826-45.6% | $4,212-76.4% |
| Admin fee / account holder | $1,810 | $1,993-9.2% | $2,491-27.3% | $7,344-75.4% |