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 6-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 | $39,156 | $54,705-28.4% | $71,209-45.0% | $84,808-53.8% |
| Participation rate | 53.8% | 64.1%-10.3pp | 73.8%-20.0pp | 68.3%-14.6pp |
| Annual return | 11.86% | 35.90%-24.0pp | 282.51%-270.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $606 | $2,158-71.9% | $2,721-77.7% | $2,631-77.0% |
| Participant deferral / active EE | $1,509 | $3,030-50.2% | $4,175-63.9% | $4,212-64.2% |
| Admin fee / account holder | $11,481 | $4,863+136.1% | $5,349+114.7% | $7,344+56.3% |