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 | $53,078 | $159,901-66.8% | $146,958-63.9% | $145,922-63.6% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.0pp | 80.3%-19.2pp |
| Annual return | 5.23% | 98.13%-92.9pp | 418.34%-413.1pp | 561.29%-556.1pp |
| Employer contribution / active EE | $1,777 | $5,286-66.4% | $4,933-64.0% | $4,660-61.9% |
| Participant deferral / active EE | $5,309 | $8,428-37.0% | $8,070-34.2% | $6,688-20.6% |
| Admin fee / account holder | $972 | $15,044-93.5% | $12,998-92.5% | $13,397-92.7% |