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 3-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 | $12,816 | $111,724-88.5% | $93,606-86.3% | $145,922-91.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 6.54% | 202.98%-196.4pp | 133.20%-126.7pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,392 | $3,090-55.0% | $2,420-42.5% | $4,660-70.1% |
| Participant deferral / active EE | $1,691 | $4,912-65.6% | $4,411-61.7% | $6,688-74.7% |
| Admin fee / account holder | $4,298 | $10,250-58.1% | $8,285-48.1% | $13,397-67.9% |