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 4-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 | $6,923 | $24,730-72.0% | $66,042-89.5% | $84,808-91.8% |
| Participation rate | 46.7% | 68.1%-21.4pp | 67.5%-20.8pp | 68.3%-21.6pp |
| Annual return | 1.57% | 79.55%-78.0pp | 52.11%-50.5pp | 40.90%-39.3pp |
| Employer contribution / active EE | $216 | $857-74.8% | $1,579-86.3% | $2,631-91.8% |
| Participant deferral / active EE | $1,470 | $1,737-15.4% | $2,835-48.2% | $4,212-65.1% |
| Admin fee / account holder | $1,861 | $3,014-38.2% | $5,747-67.6% | $7,344-74.7% |