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 | $18,758 | $34,308-45.3% | $74,701-74.9% | $72,985-74.3% |
| Participation rate | 20.0% | 42.4%-22.4pp | 54.5%-34.5pp | 69.5%-49.5pp |
| Annual return | 16.53% | 26.58%-10.0pp | 752.92%-736.4pp | 81.00%-64.5pp |
| Employer contribution / active EE | $181 | $692-73.8% | $1,084-83.3% | $2,440-92.6% |
| Participant deferral / active EE | $424 | $1,271-66.6% | $1,964-78.4% | $3,607-88.2% |
| Admin fee / account holder | $1,646 | $2,124-22.5% | $3,333-50.6% | $5,124-67.9% |