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 | $31,118 | $85,202-63.5% | $172,739-82.0% | $72,985-57.4% |
| Participation rate | 38.1% | 70.1%-32.0pp | 82.6%-44.6pp | 69.5%-31.4pp |
| Annual return | 6.77% | 27.32%-20.5pp | 802.84%-796.1pp | 81.00%-74.2pp |
| Employer contribution / active EE | $722 | $3,324-78.3% | $5,143-86.0% | $2,440-70.4% |
| Participant deferral / active EE | $920 | $3,260-71.8% | $5,198-82.3% | $3,607-74.5% |
| Admin fee / account holder | $1,712 | $5,884-70.9% | $13,954-87.7% | $5,124-66.6% |