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 | $31,590 | $56,114-43.7% | $96,139-67.1% | $85,850-63.2% |
| Participation rate | 13.6% | 56.7%-43.2pp | 68.4%-54.9pp | 69.3%-55.8pp |
| Annual return | 11.33% | 42.30%-31.0pp | 191.94%-180.6pp | 318.53%-307.2pp |
| Employer contribution / active EE | $336 | $1,620-79.2% | $2,797-88.0% | $2,565-86.9% |
| Participant deferral / active EE | $1,593 | $2,859-44.3% | $4,349-63.4% | $3,952-59.7% |
| Admin fee / account holder | $406 | $3,768-89.2% | $5,537-92.7% | $6,260-93.5% |