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 3-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 | $9,695 | $30,400-68.1% | $53,898-82.0% | $84,808-88.6% |
| Participation rate | 38.5% | 46.4%-8.0pp | 55.0%-16.5pp | 68.3%-29.8pp |
| Annual return | 13.79% | 500.19%-486.4pp | 528.60%-514.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $928 | $1,199-22.6% | $1,826-49.2% | $4,212-78.0% |
| Admin fee / account holder | $522 | $1,993-73.8% | $2,491-79.0% | $7,344-92.9% |