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 | $25,583 | $45,035-43.2% | $62,995-59.4% | $70,131-63.5% |
| Participation rate | 39.4% | 69.5%-30.1pp | 74.8%-35.4pp | 69.5%-30.1pp |
| Annual return | 7.36% | 18.76%-11.4pp | 87.57%-80.2pp | 73.14%-65.8pp |
| Employer contribution / active EE | $500 | $2,051-75.6% | $2,759-81.9% | $2,342-78.7% |
| Participant deferral / active EE | $1,090 | $2,465-55.8% | $3,329-67.3% | $3,332-67.3% |
| Admin fee / account holder | $1,838 | $2,834-35.1% | $3,600-48.9% | $4,645-60.4% |