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 | $13,127 | $105,126-87.5% | $94,646-86.1% | $139,434-90.6% |
| Participation rate | 27.3% | 82.4%-55.1pp | 80.8%-53.6pp | 80.3%-53.0pp |
| Annual return | 9.37% | 38.03%-28.7pp | 156.71%-147.3pp | 372.94%-363.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,044 | $7,599-59.9% | $7,418-59.0% | $6,710-54.6% |
| Admin fee / account holder | $2,755 | $8,984-69.3% | $7,231-61.9% | $11,403-75.8% |