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 | $47,754 | $29,548+61.6% | $56,411-15.3% | $77,643-38.5% |
| Participation rate | 5.2% | 32.7%-27.5pp | 52.5%-47.3pp | 70.6%-65.4pp |
| Annual return | 10.90% | 19.01%-8.1pp | 1701.33%-1690.4pp | 31.24%-20.3pp |
| Employer contribution / active EE | $228 | $568-59.9% | $1,039-78.1% | $2,726-91.6% |
| Participant deferral / active EE | $523 | $1,061-50.7% | $1,952-73.2% | $4,647-88.7% |
| Admin fee / account holder | $5,213 | $1,046+398.3% | $2,829+84.3% | $430+1111.2% |