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 9-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 | $26,424 | $102,616-74.2% | $81,983-67.8% | $158,922-83.4% |
| Participation rate | 52.9% | 75.5%-22.6pp | 69.2%-16.3pp | 82.0%-29.0pp |
| Annual return | 0.49% | 61.04%-60.6pp | 41.31%-40.8pp | 302.83%-302.3pp |
| Employer contribution / active EE | $1,935 | $3,240-40.3% | $2,498-22.5% | $4,761-59.4% |
| Participant deferral / active EE | $4,244 | $4,648-8.7% | $3,722+14.0% | $5,982-29.1% |
| Admin fee / account holder | $2,739 | $8,235-66.7% | $5,664-51.6% | $11,246-75.6% |