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 | $52,763 | $74,888-29.5% | $71,209-25.9% | $142,382-62.9% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.1%-23.9pp |
| Annual return | 11.58% | 345.14%-333.6pp | 282.51%-270.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,372 | $2,854-51.9% | $2,721-49.6% | $4,299-68.1% |
| Participant deferral / active EE | $3,771 | $4,454-15.3% | $4,175-9.7% | $6,507-42.1% |
| Admin fee / account holder | $1,019 | $5,568-81.7% | $5,349-80.9% | $12,624-91.9% |