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 | $8,576 | $27,839-69.2% | $58,482-85.3% | $71,457-88.0% |
| Participation rate | 12.0% | 34.5%-22.5pp | 50.9%-38.9pp | 67.9%-55.9pp |
| Annual return | 1.29% | 26.81%-25.5pp | 4239.32%-4238.0pp | 28.85%-27.6pp |
| Employer contribution / active EE | $238 | $631-62.3% | $1,053-77.4% | $2,588-90.8% |
| Participant deferral / active EE | $315 | $1,206-73.9% | $1,924-83.6% | $4,289-92.7% |
| Admin fee / account holder | $1,468 | $1,641-10.5% | $2,516-41.6% | $1,587-7.5% |