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 8-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 | $29,413 | $30,400-3.2% | $53,898-45.4% | $84,808-65.3% |
| Participation rate | 15.0% | 46.4%-31.4pp | 55.0%-40.0pp | 68.3%-53.3pp |
| Annual return | 12.08% | 500.19%-488.1pp | 528.60%-516.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $164 | $603-72.8% | $932-82.4% | $2,631-93.8% |
| Participant deferral / active EE | $517 | $1,199-56.9% | $1,826-71.7% | $4,212-87.7% |
| Admin fee / account holder | $2,765 | $1,993+38.7% | $2,491+11.0% | $7,344-62.4% |