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 3-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 | $29,670 | $108,919-72.8% | $100,391-70.4% | $145,922-79.7% |
| Participation rate | 63.6% | 82.9%-19.3pp | 81.5%-17.8pp | 80.3%-16.6pp |
| Annual return | 8.44% | 57.88%-49.4pp | 49.20%-40.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,878 | $4,419-34.9% | $3,942-27.0% | $4,660-38.2% |
| Participant deferral / active EE | $10,211 | $8,445+20.9% | $8,082+26.3% | $6,688+52.7% |
| Admin fee / account holder | $1,390 | $9,689-85.7% | $7,899-82.4% | $13,397-89.6% |