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 9-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 | $29,634 | $101,069-70.7% | $81,478-63.6% | $147,584-79.9% |
| Participation rate | 37.5% | 74.5%-37.0pp | 68.0%-30.5pp | 82.8%-45.3pp |
| Annual return | 3.04% | 32.40%-29.4pp | 38.78%-35.7pp | 578.55%-575.5pp |
| Employer contribution / active EE | $1,130 | $3,205-64.7% | $2,568-56.0% | $4,876-76.8% |
| Participant deferral / active EE | $3,120 | $4,242-26.4% | $3,537-11.8% | $5,439-42.6% |
| Admin fee / account holder | $1,244 | $5,812-78.6% | $4,561-72.7% | $10,885-88.6% |