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 10-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 | $83,210 | $110,809-24.9% | $86,874-4.2% | $167,490-50.3% |
| Participation rate | 25.0% | 75.8%-50.8pp | 71.6%-46.6pp | 82.1%-57.1pp |
| Annual return | 6.23% | 116.98%-110.7pp | 63.52%-57.3pp | 478.56%-472.3pp |
| Employer contribution / active EE | $841 | $3,244-74.1% | $2,495-66.3% | $4,837-82.6% |
| Participant deferral / active EE | $3,700 | $4,546-18.6% | $3,6990% | $6,341-41.7% |
| Admin fee / account holder | $335 | $8,415-96.0% | $5,828-94.3% | $12,309-97.3% |