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 | $28,814 | $124,185-76.8% | $108,410-73.4% | $167,490-82.8% |
| Participation rate | 68.2% | 82.3%-14.1pp | 80.1%-12.0pp | 82.1%-13.9pp |
| Annual return | 1.79% | 1379.64%-1377.8pp | 905.27%-903.5pp | 478.56%-476.8pp |
| Employer contribution / active EE | $800 | $4,187-80.9% | $3,558-77.5% | $4,837-83.5% |
| Participant deferral / active EE | $2,907 | $6,908-57.9% | $6,563-55.7% | $6,341-54.2% |
| Admin fee / account holder | $1,236 | $9,455-86.9% | $7,295-83.1% | $12,309-90.0% |