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 | $35,653 | $54,517-34.6% | $75,972-53.1% | $74,495-52.1% |
| Participation rate | 59.7% | 60.3%-0.6pp | 69.1%-9.4pp | 67.2%-7.5pp |
| Annual return | 7.94% | 31.82%-23.9pp | 359.55%-351.6pp | 1364.94%-1357.0pp |
| Employer contribution / active EE | $1,132 | $1,777-36.3% | $2,685-57.9% | $2,623-56.9% |
| Participant deferral / active EE | $2,064 | $3,066-32.7% | $4,255-51.5% | $4,346-52.5% |
| Admin fee / account holder | $4,026 | $2,229+80.7% | $6,467-37.7% | $1,942+107.4% |