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 | $23,611 | $54,762-56.9% | $90,281-73.8% | $72,985-67.6% |
| Participation rate | 31.0% | 65.1%-34.1pp | 73.3%-42.2pp | 69.5%-38.5pp |
| Annual return | 4.99% | 30.63%-25.6pp | 78.10%-73.1pp | 81.00%-76.0pp |
| Employer contribution / active EE | $230 | $2,092-89.0% | $2,854-92.0% | $2,440-90.6% |
| Participant deferral / active EE | $1,192 | $2,887-58.7% | $3,885-69.3% | $3,607-67.0% |
| Admin fee / account holder | $963 | $3,972-75.8% | $5,351-82.0% | $5,124-81.2% |