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 | $37,490 | $48,795-23.2% | $65,493-42.8% | $84,808-55.8% |
| Participation rate | 55.8% | 67.0%-11.2pp | 73.1%-17.3pp | 68.3%-12.5pp |
| Annual return | 8.56% | 20.20%-11.6pp | 982.45%-973.9pp | 40.90%-32.3pp |
| Employer contribution / active EE | $796 | $1,930-58.7% | $2,574-69.1% | $2,631-69.7% |
| Participant deferral / active EE | $1,969 | $2,928-32.8% | $3,961-50.3% | $4,212-53.2% |
| Admin fee / account holder | $14,977 | $3,877+286.3% | $5,028+197.9% | $7,344+103.9% |