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 | $22,332 | $31,310-28.7% | $53,898-58.6% | $74,304-69.9% |
| Participation rate | 5.4% | 30.7%-25.3pp | 55.0%-49.6pp | 60.3%-54.9pp |
| Annual return | 6.20% | 23.16%-17.0pp | 528.60%-522.4pp | 29.43%-23.2pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $369 | $934-60.5% | $1,826-79.8% | $3,767-90.2% |
| Admin fee / account holder | $1,848 | $2,175-15.0% | $2,491-25.8% | $2,969-37.8% |