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 6-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 | $21,494 | $34,934-38.5% | $56,411-61.9% | $74,495-71.1% |
| Participation rate | 11.3% | 32.8%-21.5pp | 52.5%-41.2pp | 67.2%-55.9pp |
| Annual return | 10.27% | 25.94%-15.7pp | 1701.33%-1691.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $849 | $1,170-27.4% | $1,952-56.5% | $4,346-80.5% |
| Admin fee / account holder | $2,115 | $2,364-10.5% | $2,829-25.2% | $1,942+8.9% |