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 5-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 | $21,523 | $100,773-78.6% | $88,946-75.8% | $142,382-84.9% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.8%-13.3pp | 80.1%-24.6pp |
| Annual return | 8.31% | 70.18%-61.9pp | 57.82%-49.5pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,317 | $2,918-54.9% | $2,555-48.5% | $4,299-69.4% |
| Participant deferral / active EE | $2,171 | $5,230-58.5% | $4,581-52.6% | $6,507-66.6% |
| Admin fee / account holder | $1,776 | $9,693-81.7% | $8,261-78.5% | $12,624-85.9% |