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 | $18,797 | $111,754-83.2% | $103,333-81.8% | $145,922-87.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 6.98% | 24.77%-17.8pp | 24.88%-17.9pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,170 | $4,212-48.5% | $3,868-43.9% | $4,660-53.4% |
| Participant deferral / active EE | $3,810 | $5,619-32.2% | $5,057-24.7% | $6,688-43.0% |
| Admin fee / account holder | $5,279 | $9,750-45.9% | $8,355-36.8% | $13,397-60.6% |