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 | $8,288 | $31,310-73.5% | $53,898-84.6% | $74,304-88.8% |
| Participation rate | 7.4% | 30.7%-23.2pp | 55.0%-47.5pp | 60.3%-52.9pp |
| Annual return | 11.13% | 23.16%-12.0pp | 528.60%-517.5pp | 29.43%-18.3pp |
| Employer contribution / active EE | $76 | $450-83.1% | $932-91.8% | $2,241-96.6% |
| Participant deferral / active EE | $260 | $934-72.2% | $1,826-85.8% | $3,767-93.1% |
| Admin fee / account holder | $8,284 | $2,175+280.8% | $2,491+232.6% | $2,969+179.0% |