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 | $7,022 | $58,208-87.9% | $81,812-91.4% | $80,856-91.3% |
| Participation rate | 52.1% | 63.4%-11.3pp | 72.3%-20.3pp | 67.6%-15.6pp |
| Annual return | 10.55% | 41.66%-31.1pp | 773.79%-763.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $791 | $2,340-66.2% | $2,912-72.8% | $2,755-71.3% |
| Participant deferral / active EE | $1,453 | $3,281-55.7% | $4,319-66.4% | $4,296-66.2% |
| Admin fee / account holder | $883 | $4,981-82.3% | $7,386-88.0% | $6,918-87.2% |