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 7-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 | $8,133 | $39,019-79.2% | $80,716-89.9% | $85,850-90.5% |
| Participation rate | 14.7% | 41.5%-26.8pp | 54.2%-39.5pp | 69.3%-54.6pp |
| Annual return | 7.64% | 26.27%-18.6pp | 87.28%-79.6pp | 318.53%-310.9pp |
| Employer contribution / active EE | $229 | $722-68.2% | $1,160-80.2% | $2,565-91.1% |
| Participant deferral / active EE | $408 | $1,326-69.3% | $2,146-81.0% | $3,952-89.7% |
| Admin fee / account holder | $1,237 | $2,431-49.1% | $3,380-63.4% | $6,260-80.2% |