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 | $30,368 | $48,795-37.8% | $65,493-53.6% | $84,808-64.2% |
| Participation rate | 20.0% | 67.0%-47.0pp | 73.1%-53.1pp | 68.3%-48.3pp |
| Annual return | 8.68% | 20.20%-11.5pp | 982.45%-973.8pp | 40.90%-32.2pp |
| Employer contribution / active EE | $668 | $1,930-65.4% | $2,574-74.0% | $2,631-74.6% |
| Participant deferral / active EE | $2,196 | $2,928-25.0% | $3,961-44.6% | $4,212-47.9% |
| Admin fee / account holder | $5,872 | $3,877+51.4% | $5,028+16.8% | $7,344-20.0% |