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 | $11,530 | $25,014-53.9% | $69,647-83.4% | $80,856-85.7% |
| Participation rate | 15.4% | 64.2%-48.9pp | 66.5%-51.1pp | 67.6%-52.3pp |
| Annual return | 6.19% | 19.07%-12.9pp | 100.48%-94.3pp | 35.59%-29.4pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $876 | $1,839-52.4% | $2,886-69.6% | $4,296-79.6% |
| Admin fee / account holder | $1,387 | $2,488-44.3% | $4,713-70.6% | $6,918-80.0% |