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 | $5,360 | $70,606-92.4% | $53,898-90.1% | $142,382-96.2% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 3.93% | 619.81%-615.9pp | 528.60%-524.7pp | 217.08%-213.1pp |
| Employer contribution / active EE | $166 | $1,202-86.2% | $932-82.2% | $4,299-96.1% |
| Participant deferral / active EE | $1,272 | $2,364-46.2% | $1,826-30.4% | $6,507-80.5% |
| Admin fee / account holder | $1,746 | $2,852-38.8% | $2,491-29.9% | $12,624-86.2% |